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FERCX vs MIPTX
FERCX vs MIPTX Comparison
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FERCX vs MIPTX Comparison Chart in %
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FERCX vs. MIPTX commentary
Aug 03, 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 FERCX is a Buy and MIPTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MIPTX has more cash in the bank: 889M vs. FERCX (740M). FERCX (0.00) and MIPTX (0.00) have matching dividends . FERCX was incepted earlier than MIPTX: FERCX (27 years) vs MIPTX (16 years). FERCX (1.95) is less costly to investors than MIPTX (1.10). FERCX is a more actively managed with annual turnover of: 107.00 vs. MIPTX (86.96). FERCX has a lower initial minimum investment than MIPTX: FERCX (0) vs MIPTX (100000). FERCX annual gain was more profitable for investors over the last year : 41.97 vs. MIPTX (34.95). FERCX return over 5 years is better than : 23.90 vs. MIPTX (-16.35).
| FERCX | MIPTX | FERCX / MIPTX | |
| Total Expense Ratio | 1.95 | 1.10 | 177% |
| Annual Report Gross Expense Ratio | 1.95 | 1.10 | 177% |
| Fund Existence | 27 years | 16 years | - |
| Gain YTD | 25.442 | 21.139 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 740M | 889M | 83% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 41.97 | 34.95 | 120% |
| Returns for 3 years | 104.71 | 38.45 | 272% |
| Returns for 5 years | 23.90 | -16.35 | -146% |
| Returns for 10 years | 150.09 | 18.17 | 826% |
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