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EVFAX vs FIQSX
EVFAX vs FIQSX Comparison Chart
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EVFAX vs. FIQSX commentary
May 24, 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 EVFAX is a Hold and FIQSX is a Hold.
FUNDAMENTALS
Fundamentals
FIQSX has more cash in the bank: 14.4B vs. EVFAX (5.17B). EVFAX (8.47) and FIQSX (8.18) have matching dividends . EVFAX was incepted earlier than FIQSX: EVFAX (17 years) vs FIQSX (7 years). EVFAX (2.67) is less costly to investors than FIQSX (0.67). FIQSX is a more actively managed with annual turnover of: 41.00 vs. EVFAX (35.00). FIQSX has a lower initial minimum investment than EVFAX: FIQSX (0) vs EVFAX (1000). FIQSX annual gain was more profitable for investors over the last year : 6.25 vs. EVFAX (5.83). EVFAX (43.72) and FIQSX (43.52) have equivalent 5 years return.
| EVFAX | FIQSX | EVFAX / FIQSX | |
| Total Expense Ratio | 2.67 | 0.67 | 399% |
| Annual Report Gross Expense Ratio | 2.67 | 0.67 | 399% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | 0.504 | 0.569 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.17B | 14.4B | 36% |
| Annual Yield % from dividends | 8.47 | 8.18 | 104% |
| Returns for 1 year | 5.83 | 6.25 | 93% |
| Returns for 3 years | 27.00 | 27.07 | 100% |
| Returns for 5 years | 43.72 | 43.52 | 100% |
| Returns for 10 years | 57.88 | N/A | - |
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