Interact to see
Advertisement
Advertisement
FIQSX vs GIFIX
FIQSX vs GIFIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIQSX vs. GIFIX commentary
May 25, 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 FIQSX is a Hold and GIFIX is a Buy.
FUNDAMENTALS
Fundamentals
FIQSX has more cash in the bank: 14.4B vs. GIFIX (782M). FIQSX (8.18) and GIFIX (8.16) have matching dividends . FIQSX was incepted earlier than GIFIX: FIQSX (7 years) vs GIFIX (13 years). GIFIX (0.89) is less costly to investors than FIQSX (0.67). FIQSX is a more actively managed with annual turnover of: 41.00 vs. GIFIX (37.00). FIQSX has a lower initial minimum investment than GIFIX: FIQSX (0) vs GIFIX (2000000). FIQSX annual gain was more profitable for investors over the last year : 6.14 vs. GIFIX (5.79). FIQSX (43.37) and GIFIX (42.93) have equivalent 5 years return.
| FIQSX | GIFIX | FIQSX / GIFIX | |
| Total Expense Ratio | 0.67 | 0.80 | 84% |
| Annual Report Gross Expense Ratio | 0.67 | 0.89 | 75% |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 0.458 | 1.132 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 782M | 1,841% |
| Annual Yield % from dividends | 8.18 | 8.16 | 100% |
| Returns for 1 year | 6.14 | 5.79 | 106% |
| Returns for 3 years | 26.93 | 26.39 | 102% |
| Returns for 5 years | 43.37 | 42.93 | 101% |
| Returns for 10 years | N/A | 53.12 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AVENX | 12.68 | 0.03 | +0.24% |
| Avantis® Emerging Markets Equity G | |||
| MENIX | 8.93 | -0.01 | -0.11% |
| Madison Covered Call & Equity Income I | |||
| CMCIX | 25.68 | -0.16 | -0.62% |
| Calvert Small/Mid-Cap I | |||
| IYGIX | 39.06 | -0.32 | -0.81% |
| Macquarie Large Cap Growth Fund I | |||
| JGISX | 81.84 | -0.78 | -0.94% |
| JPMorgan U.S. GARP Equity R6 | |||