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FANIX vs FNARX
FANIX vs FNARX Comparison Chart in %
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FANIX vs. FNARX commentary
Sep 27, 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 FANIX is a Buy and FNARX is a Buy.
FUNDAMENTALS
Fundamentals
FANIX has more cash in the bank: 952M vs. FNARX (636M). FNARX pays higher dividends than FANIX: FNARX (1.40) vs FANIX (0.91). FANIX was incepted earlier than FNARX: FANIX (30 years) vs FNARX (29 years). FANIX (0.71) and FNARX (0.69) have similar cost to investors . FNARX is a more actively managed with annual turnover of: 68.00 vs. FANIX (31.00). FANIX (0) and FNARX (0) have matching initial minimum investment requirements. FNARX annual gain was more profitable for investors over the last year : 15.74 vs. FANIX (9.17). FANIX return over 5 years is better than : 281.07 vs. FNARX (227.08).
| FANIX | FNARX | FANIX / FNARX | |
| Total Expense Ratio | 0.71 | 0.69 | 103% |
| Annual Report Gross Expense Ratio | 0.71 | 0.69 | 103% |
| Fund Existence | 30 years | 29 years | - |
| Gain YTD | 10.864 | 24.404 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 952M | 636M | 150% |
| Annual Yield % from dividends | 0.91 | 1.40 | 65% |
| Returns for 1 year | 9.17 | 15.74 | 58% |
| Returns for 3 years | 49.66 | 79.72 | 62% |
| Returns for 5 years | 281.07 | 227.08 | 124% |
| Returns for 10 years | 103.79 | 138.75 | 75% |