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EXOSX vs FEPUX
EXOSX vs FEPUX Comparison
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EXOSX vs FEPUX Comparison Chart in %
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EXOSX vs. FEPUX commentary
Aug 29, 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 EXOSX is a Buy and FEPUX is a Hold.
FUNDAMENTALS
Fundamentals
FEPUX has more cash in the bank: 137B vs. EXOSX (320M). FEPUX pays higher dividends than EXOSX: FEPUX (2.76) vs EXOSX (1.07). EXOSX was incepted earlier than FEPUX: EXOSX (24 years) vs FEPUX (6 years). EXOSX (0.80) is less costly to investors than FEPUX (0.53). FEPUX is a more actively managed with annual turnover of: 50.00 vs. EXOSX (46.00). FEPUX has a lower initial minimum investment than EXOSX: FEPUX (250) vs EXOSX (1000000). EXOSX annual gain was more profitable for investors over the last year : 10.57 vs. FEPUX (8.14). EXOSX return over 5 years is better than : 14.70 vs. FEPUX (0.16).
| EXOSX | FEPUX | EXOSX / FEPUX | |
| Total Expense Ratio | 0.76 | 0.53 | 143% |
| Annual Report Gross Expense Ratio | 0.80 | 0.53 | 151% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 9.140 | 8.028 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 137B | 0% |
| Annual Yield % from dividends | 1.07 | 2.76 | 39% |
| Returns for 1 year | 10.57 | 8.14 | 130% |
| Returns for 3 years | 40.19 | 28.08 | 143% |
| Returns for 5 years | 14.70 | 0.16 | 8,986% |
| Returns for 10 years | 112.93 | N/A | - |
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