BEQAX
Price
$40.16
Change
-$0.12 (-0.30%)
Updated
Sep 14 closing price
Net Assets
1.98B
FXAIX
Price
$264.16
Change
-$1.15 (-0.43%)
Updated
Sep 15 closing price
Net Assets
859.16B
Interact to see
Advertisement

BEQAX vs FXAIX

BEQAX vs FXAIX Comparison Chart in %
View a ticker or compare two or three
VS
BEQAX vs. FXAIX commentary
Sep 16, 2026

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BEQAX is a StrongBuy and FXAIX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 859B vs. BEQAX (1.98B). FXAIX pays higher dividends than BEQAX: FXAIX (1.03) vs BEQAX (0.24). BEQAX was incepted earlier than FXAIX: BEQAX (29 years) vs FXAIX (15 years). BEQAX (0.90) is less costly to investors than FXAIX (0.01). BEQAX is a more actively managed with annual turnover of: 73.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than BEQAX: FXAIX (0) vs BEQAX (2500). FXAIX annual gain was more profitable for investors over the last year : 17.64 vs. BEQAX (9.22). FXAIX return over 5 years is better than : 83.38 vs. BEQAX (8.76).
BEQAXFXAIXBEQAX / FXAIX
Total Expense Ratio0.900.016,000%
Annual Report Gross Expense Ratio0.900.016,000%
Fund Existence29 years15 years-
Gain YTD13.55512.759106%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.98B859B0%
Annual Yield % from dividends0.241.0323%
Returns for 1 year9.2217.6452%
Returns for 3 years63.8378.8581%
Returns for 5 years8.7683.3811%
Returns for 10 years53.11295.7318%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ACCOX13.03N/A
N/A
American Century International Val C
HNMDX15.11N/A
N/A
Heartland Mid Cap Value Institutional
MENIX9.57N/A
N/A
Madison Covered Call & Equity Income I
FFOHX94.17N/A
N/A
Fidelity Advisor Energy - Z
RNWFX107.51-1.48
-1.36%
American Funds New World R-5