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FAPTX vs ISZIX
FAPTX vs ISZIX Comparison Chart in %
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FAPTX vs. ISZIX commentary
Aug 12, 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 FAPTX is a Hold and ISZIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FAPTX has more cash in the bank: 32.6B vs. ISZIX (345M). FAPTX (2.35) and ISZIX (2.25) have matching dividends . FAPTX was incepted earlier than ISZIX: FAPTX (11 years) vs ISZIX (20 years). ISZIX (0.75) is less costly to investors than FAPTX (0.67). ISZIX is a more actively managed with annual turnover of: 42.00 vs. FAPTX (10.00). ISZIX has a lower initial minimum investment than FAPTX: ISZIX (0) vs FAPTX (250). FAPTX annual gain was more profitable for investors over the last year : 8.73 vs. ISZIX (4.49). FAPTX return over 5 years is better than : 19.23 vs. ISZIX (1.16).
| FAPTX | ISZIX | FAPTX / ISZIX | |
| Total Expense Ratio | 0.67 | 0.73 | 92% |
| Annual Report Gross Expense Ratio | 0.67 | 0.75 | 89% |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | 8.824 | 1.667 | 529% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.6B | 345M | 9,449% |
| Annual Yield % from dividends | 2.35 | 2.25 | 105% |
| Returns for 1 year | 8.73 | 4.49 | 195% |
| Returns for 3 years | 18.72 | 15.31 | 122% |
| Returns for 5 years | 19.23 | 1.16 | 1,658% |
| Returns for 10 years | 42.83 | 10.37 | 413% |
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