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FANAX vs IENIX
FANAX vs IENIX Comparison Chart
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FANAX vs. IENIX commentary
May 13, 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 FANAX is a Buy and IENIX is a Buy.
FUNDAMENTALS
Fundamentals
FANAX has more cash in the bank: 892M vs. IENIX (403M). IENIX pays higher dividends than FANAX: IENIX (4.18) vs FANAX (1.03). FANAX was incepted earlier than IENIX: FANAX (29 years) vs IENIX (19 years). FANAX (0.98) is less costly to investors than IENIX (0.92). FANAX is a more actively managed with annual turnover of: 31.00 vs. IENIX (28.00). FANAX has a lower initial minimum investment than IENIX: FANAX (0) vs IENIX (1000000). IENIX annual gain was more profitable for investors over the last year : -5.87 vs. FANAX (-13.28). FANAX (194.35) and IENIX (192.42) have equivalent 5 years return.
| FANAX | IENIX | FANAX / IENIX | |
| Total Expense Ratio | 0.98 | 0.92 | 107% |
| Annual Report Gross Expense Ratio | 0.98 | 0.92 | 107% |
| Fund Existence | 29 years | 19 years | - |
| Gain YTD | -4.305 | -1.117 | 386% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 892M | 403M | 221% |
| Annual Yield % from dividends | 1.03 | 4.18 | 25% |
| Returns for 1 year | -13.28 | -5.87 | 226% |
| Returns for 3 years | 11.02 | 15.56 | 71% |
| Returns for 5 years | 194.35 | 192.42 | 101% |
| Returns for 10 years | 28.73 | -0.42 | -6,789% |
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