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FANAX vs IVEIX
FANAX vs IVEIX Comparison Chart
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FANAX vs. IVEIX commentary
Dec 19, 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 Sell and IVEIX is a Hold.
FUNDAMENTALS
Fundamentals
FANAX has more cash in the bank: 1.24B vs. IVEIX (113M). 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 annual gain was more profitable for investors over the last year : 3.23 vs. IVEIX (0.51). FANAX return over 5 years is better than : 75.75 vs. IVEIX (18.82).
| 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 | 3.233 | -1.451 | -223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 113M | 1,099% |
| Annual Yield % from dividends | 1.79 | 2.74 | 65% |
| Returns for 1 year | 3.23 | 0.51 | 629% |
| Returns for 3 years | 75.72 | 37.27 | 203% |
| Returns for 5 years | 75.75 | 18.82 | 403% |
| Returns for 10 years | 38.19 | -28.77 | -133% |