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FANAX vs IVEIX
FANAX vs IVEIX Comparison Chart
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FANAX vs. IVEIX commentary
Nov 18, 2024
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 IVEIX is a Buy.
FUNDAMENTALS
Fundamentals
FANAX has more cash in the bank: 1.17B vs. IVEIX (121M). IVEIX pays higher dividends than FANAX: IVEIX (2.74) vs FANAX (1.79). FANAX was incepted earlier than IVEIX: FANAX (28 years) vs IVEIX (18 years). IVEIX is a more actively managed with annual turnover of: 108.00 vs. FANAX (21.00). FANAX (0) and IVEIX (0) have matching initial minimum investment requirements. FANAX (10.68) and IVEIX (10.22) have marching annual gain over last year. FANAX return over 5 years is better than : 92.40 vs. IVEIX (31.79).
| FANAX | IVEIX | FANAX / IVEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 18 years | - |
| Gain YTD | 10.098 | 1.749 | 577% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 121M | 963% |
| Annual Yield % from dividends | 1.79 | 2.74 | 65% |
| Returns for 1 year | 10.68 | 10.22 | 105% |
| Returns for 3 years | 72.24 | 32.15 | 225% |
| Returns for 5 years | 92.40 | 31.79 | 291% |
| Returns for 10 years | 35.26 | -33.11 | -106% |
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