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FEPUX vs SSIFX
FEPUX vs SSIFX Comparison
Open Charts FEPUX vs SSIFX
American Funds EUPAC 529-F-3
Price$60.20
Change+$0.14 (+0.23%)
VolumeN/A
Net Assets132.65B
Saturna International
Price$24.80
Change-$0.06 (-0.24%)
VolumeN/A
Net Assets74.38M
FEPUX vs SSIFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FEPUX has more cash in the bank: 133B vs. SSIFX (74.4M). FEPUX pays higher dividends than SSIFX: FEPUX (0.91) vs SSIFX (0.00). FEPUX was incepted earlier than SSIFX: FEPUX (5 years) vs SSIFX (30 years). SSIFX (0.96) is less costly to investors than FEPUX (0.52). FEPUX is a more actively managed with annual turnover of: 35.00 vs. SSIFX (19.00). FEPUX has a lower initial minimum investment than SSIFX: FEPUX (250) vs SSIFX (1000). SSIFX annual gain was more profitable for investors over the last year : 3.84 vs. FEPUX (2.32).
| FEPUX | SSIFX | FEPUX / SSIFX | |
| Total Expense Ratio | 0.52 | 0.96 | 54% |
| Annual Report Gross Expense Ratio | 0.52 | 0.96 | 54% |
| Fund Existence | 5 years | 30 years | - |
| Gain YTD | 12.313 | 13.051 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 74.4M | 178,763% |
| Annual Yield % from dividends | 0.91 | 0.00 | - |
| Returns for 1 year | 2.32 | 3.84 | 60% |
| Returns for 3 years | 32.93 | 47.53 | 69% |
| Returns for 5 years | N/A | 42.15 | - |
| Returns for 10 years | N/A | 68.47 | - |
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