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FANIX vs FSENX
FANIX vs FSENX Comparison Chart
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FANIX vs. FSENX commentary
May 09, 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: 1.68B vs. FANIX (892M). FSENX pays higher dividends than FANIX: FSENX (2.19) vs FANIX (1.07). 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 (15.00). FANIX (0) and FSENX (0) have matching initial minimum investment requirements. FSENX (-15.28) and FANIX (-15.44) have marching annual gain over last year. FSENX (168.90) and FANIX (167.18) 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 | -7.135 | -7.009 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 892M | 1.68B | 53% |
| Annual Yield % from dividends | 1.07 | 2.19 | 49% |
| Returns for 1 year | -15.44 | -15.28 | 101% |
| Returns for 3 years | 14.48 | 14.65 | 99% |
| Returns for 5 years | 167.18 | 168.90 | 99% |
| Returns for 10 years | 27.06 | 27.11 | 100% |
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