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FCSTX vs SFCIX
FCSTX vs SFCIX Comparison
Open Charts FCSTX vs SFCIX
FCSTX vs SFCIX Comparison Chart in %
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FCSTX vs. SFCIX commentary
Sep 04, 2026
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 FCSTX is a Hold and SFCIX is a Hold.
FUNDAMENTALS
Fundamentals
FCSTX has more cash in the bank: 662M vs. SFCIX (330M). FCSTX pays higher dividends than SFCIX: FCSTX (2.40) vs SFCIX (2.24). FCSTX was incepted earlier than SFCIX: FCSTX (21 years) vs SFCIX (34 years). SFCIX (0.86) is less costly to investors than FCSTX (0.30). SFCIX is a more actively managed with annual turnover of: 31.00 vs. FCSTX (15.00). FCSTX has a lower initial minimum investment than SFCIX: FCSTX (0) vs SFCIX (1000). SFCIX annual gain was more profitable for investors over the last year : 1.85 vs. FCSTX (1.25). FCSTX return over 5 years is better than : 5.24 vs. SFCIX (4.27).
| FCSTX | SFCIX | FCSTX / SFCIX | |
| Total Expense Ratio | 0.30 | 0.80 | 37% |
| Annual Report Gross Expense Ratio | 0.30 | 0.86 | 35% |
| Fund Existence | 21 years | 34 years | - |
| Gain YTD | 0.287 | 0.513 | 56% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 662M | 330M | 201% |
| Annual Yield % from dividends | 2.40 | 2.24 | 107% |
| Returns for 1 year | 1.25 | 1.85 | 67% |
| Returns for 3 years | 9.59 | 9.98 | 96% |
| Returns for 5 years | 5.24 | 4.27 | 123% |
| Returns for 10 years | 14.31 | 7.94 | 180% |
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