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FANIX vs FSENX
FANIX vs FSENX Comparison Chart
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FANIX vs. FSENX commentary
Jun 07, 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 FSENX is a Buy.
FUNDAMENTALS
Fundamentals
FSENX has more cash in the bank: 1.71B vs. FANIX (897M). FSENX pays higher dividends than FANIX: FSENX (2.10) vs FANIX (1.03). FANIX was incepted earlier than FSENX: FANIX (30 years) vs FSENX (44 years). FANIX (0.71) is less costly to investors than FSENX (0.65). FANIX is a more actively managed with annual turnover of: 31.00 vs. FSENX (15.00). FANIX (0) and FSENX (0) have matching initial minimum investment requirements. FSENX (-8.14) and FANIX (-8.28) have marching annual gain over last year. FSENX (139.76) and FANIX (138.13) have equivalent 5 years return.
| FANIX | FSENX | FANIX / FSENX | |
| Total Expense Ratio | 0.71 | 0.65 | 109% |
| Annual Report Gross Expense Ratio | 0.71 | 0.65 | 109% |
| Fund Existence | 30 years | 44 years | - |
| Gain YTD | -3.514 | -3.392 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 897M | 1.71B | 52% |
| Annual Yield % from dividends | 1.03 | 2.10 | 49% |
| Returns for 1 year | -8.28 | -8.14 | 102% |
| Returns for 3 years | -0.52 | -0.50 | 104% |
| Returns for 5 years | 138.13 | 139.76 | 99% |
| Returns for 10 years | 35.87 | 35.93 | 100% |
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