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FAGNX vs IVEIX
FAGNX vs IVEIX Comparison Chart
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FAGNX vs. IVEIX commentary
Mar 11, 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 FAGNX is a Buy and IVEIX is a Hold.
FUNDAMENTALS
Fundamentals
FAGNX has more cash in the bank: 1.09B vs. IVEIX (103M). IVEIX pays higher dividends than FAGNX: IVEIX (1.31) vs FAGNX (0.79). FAGNX was incepted earlier than IVEIX: FAGNX (37 years) vs IVEIX (18 years). FAGNX (1.23) and IVEIX (1.18) have similar cost to investors . FAGNX is a more actively managed with annual turnover of: 31.00 vs. IVEIX (13.00). FAGNX (0) and IVEIX (0) have matching initial minimum investment requirements. IVEIX annual gain was more profitable for investors over the last year : 0.61 vs. FAGNX (-4.48). FAGNX return over 5 years is better than : 219.08 vs. IVEIX (157.82).
| FAGNX | IVEIX | FAGNX / IVEIX | |
| Total Expense Ratio | 1.23 | 0.99 | 124% |
| Annual Report Gross Expense Ratio | 1.23 | 1.18 | 104% |
| Fund Existence | 37 years | 18 years | - |
| Gain YTD | -2.259 | -0.108 | 2,096% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 103M | 1,058% |
| Annual Yield % from dividends | 0.79 | 1.31 | 60% |
| Returns for 1 year | -4.48 | 0.61 | -740% |
| Returns for 3 years | 20.68 | 1.74 | 1,190% |
| Returns for 5 years | 219.08 | 157.82 | 139% |
| Returns for 10 years | 41.77 | -26.87 | -155% |
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