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FIQSX vs SAMBX
FIQSX vs SAMBX Comparison Chart
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FIQSX vs. SAMBX commentary
May 01, 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 SAMBX is a Hold.
FUNDAMENTALS
Fundamentals
FIQSX has more cash in the bank: 16B vs. SAMBX (1.34B). SAMBX pays higher dividends than FIQSX: SAMBX (9.45) vs FIQSX (8.20). FIQSX was incepted earlier than SAMBX: FIQSX (7 years) vs SAMBX (19 years). SAMBX (0.78) is less costly to investors than FIQSX (0.67). SAMBX is a more actively managed with annual turnover of: 110.00 vs. FIQSX (41.00). FIQSX has a lower initial minimum investment than SAMBX: FIQSX (0) vs SAMBX (100000). SAMBX annual gain was more profitable for investors over the last year : 6.24 vs. FIQSX (5.42). FIQSX return over 5 years is better than : 44.42 vs. SAMBX (41.41).
| FIQSX | SAMBX | FIQSX / SAMBX | |
| Total Expense Ratio | 0.67 | 0.64 | 105% |
| Annual Report Gross Expense Ratio | 0.67 | 0.78 | 86% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | -0.922 | -0.953 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 1.34B | 1,194% |
| Annual Yield % from dividends | 8.20 | 9.45 | 87% |
| Returns for 1 year | 5.42 | 6.24 | 87% |
| Returns for 3 years | 21.17 | 19.75 | 107% |
| Returns for 5 years | 44.42 | 41.41 | 107% |
| Returns for 10 years | N/A | 49.49 | - |
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