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ENGAX vs ENGIX
ENGAX vs ENGIX Comparison Chart in %
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ENGAX vs. ENGIX commentary
Jun 30, 2025
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 ENGAX is a Hold and ENGIX is a Hold.
FUNDAMENTALS
Fundamentals
ENGAX (121M) and ENGIX (121M) have equal amount of cash in the bank . ENGAX (0.00) and ENGIX (0.00) have matching dividends . ENGAX was incepted earlier than ENGIX: ENGAX (8 years) vs ENGIX (9 years). ENGAX (1.97) is less costly to investors than ENGIX (1.17). ENGAX (24.41) and ENGIX (24.41) have comparable annual turnover. ENGAX has a lower initial minimum investment than ENGIX: ENGAX (1000) vs ENGIX (100000). ENGIX (7.33) and ENGAX (7.12) have marching annual gain over last year. ENGIX return over 5 years is better than : -32.30 vs. ENGAX (-36.05).
| ENGAX | ENGIX | ENGAX / ENGIX | |
| Total Expense Ratio | 1.20 | 0.95 | 126% |
| Annual Report Gross Expense Ratio | 1.97 | 1.17 | 168% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 3.014 | 3.205 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 121M | 100% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.12 | 7.33 | 97% |
| Returns for 3 years | 31.93 | 33.06 | 97% |
| Returns for 5 years | -36.05 | -32.30 | 112% |
| Returns for 10 years | N/A | N/A | - |
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