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FIQSX vs SFHIX
FIQSX vs SFHIX Comparison Chart
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FIQSX vs. SFHIX commentary
May 03, 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 SFHIX is a Hold.
FUNDAMENTALS
Fundamentals
FIQSX has more cash in the bank: 14.4B vs. SFHIX (272M). FIQSX (8.18) and SFHIX (7.95) have matching dividends . FIQSX was incepted earlier than SFHIX: FIQSX (7 years) vs SFHIX (11 years). SFHIX (0.71) is less costly to investors than FIQSX (0.67). SFHIX is a more actively managed with annual turnover of: 70.00 vs. FIQSX (41.00). FIQSX has a lower initial minimum investment than SFHIX: FIQSX (0) vs SFHIX (1000000). SFHIX annual gain was more profitable for investors over the last year : 5.98 vs. FIQSX (5.55). FIQSX return over 5 years is better than : 45.64 vs. SFHIX (39.51).
| FIQSX | SFHIX | FIQSX / SFHIX | |
| Total Expense Ratio | 0.67 | 0.54 | 124% |
| Annual Report Gross Expense Ratio | 0.67 | 0.71 | 94% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | -0.203 | 0.571 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 272M | 5,294% |
| Annual Yield % from dividends | 8.18 | 7.95 | 103% |
| Returns for 1 year | 5.55 | 5.98 | 93% |
| Returns for 3 years | 22.44 | 20.99 | 107% |
| Returns for 5 years | 45.64 | 39.51 | 116% |
| Returns for 10 years | N/A | 50.36 | - |
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