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FANIX vs FSENX
FANIX vs FSENX Comparison Chart
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FANIX vs. FSENX commentary
Apr 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 FANIX is a Hold and FSENX is a Hold.
FUNDAMENTALS
Fundamentals
FSENX has more cash in the bank: 1.96B vs. FANIX (1.08B). FSENX pays higher dividends than FANIX: FSENX (1.85) vs FANIX (0.93). FANIX was incepted earlier than FSENX: FANIX (30 years) vs FSENX (44 years). FSENX (0.73) and FANIX (0.71) have similar cost to investors . FANIX is a more actively managed with annual turnover of: 31.00 vs. FSENX (17.00). FANIX (0) and FSENX (0) have matching initial minimum investment requirements. FSENX (-25.38) and FANIX (-25.54) have marching annual gain over last year. FSENX (181.55) and FANIX (179.73) have equivalent 5 years return.
| FANIX | FSENX | FANIX / FSENX | |
| Total Expense Ratio | 0.71 | 0.73 | 97% |
| Annual Report Gross Expense Ratio | 0.71 | 0.73 | 97% |
| Fund Existence | 30 years | 44 years | - |
| Gain YTD | -14.699 | -14.562 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 1.96B | 55% |
| Annual Yield % from dividends | 0.93 | 1.85 | 50% |
| Returns for 1 year | -25.54 | -25.38 | 101% |
| Returns for 3 years | 0.24 | 0.38 | 64% |
| Returns for 5 years | 179.73 | 181.55 | 99% |
| Returns for 10 years | 16.22 | 16.31 | 99% |
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