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FEPUX vs SIFZX
FEPUX vs SIFZX Comparison
Open Charts FEPUX vs SIFZX
American Funds EUPAC 529-F-3
Price$60.20
Change+$0.14 (+0.23%)
VolumeN/A
Net Assets132.65B
Saturna International Z
Price$25.00
Change+$0.06 (+0.24%)
VolumeN/A
Net Assets74.23M
FEPUX vs SIFZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FEPUX has more cash in the bank: 133B vs. SIFZX (74.2M). FEPUX pays higher dividends than SIFZX: FEPUX (0.91) vs SIFZX (0.08). FEPUX was incepted earlier than SIFZX: FEPUX (5 years) vs SIFZX (8 years). SIFZX (0.73) is less costly to investors than FEPUX (0.52). FEPUX is a more actively managed with annual turnover of: 35.00 vs. SIFZX (19.00). FEPUX has a lower initial minimum investment than SIFZX: FEPUX (250) vs SIFZX (1000). SIFZX annual gain was more profitable for investors over the last year : 4.14 vs. FEPUX (2.32).
| FEPUX | SIFZX | FEPUX / SIFZX | |
| Total Expense Ratio | 0.52 | 0.73 | 71% |
| Annual Report Gross Expense Ratio | 0.52 | 0.73 | 71% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 12.313 | 12.953 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 74.2M | 179,245% |
| Annual Yield % from dividends | 0.91 | 0.08 | 1,157% |
| Returns for 1 year | 2.32 | 4.14 | 56% |
| Returns for 3 years | 32.93 | 48.18 | 68% |
| Returns for 5 years | N/A | 44.13 | - |
| Returns for 10 years | N/A | N/A | - |
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