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FIQSX vs SFHIX
FIQSX vs SFHIX Comparison Chart in %
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FIQSX vs. SFHIX commentary
Aug 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 SFHIX is a Hold.
FUNDAMENTALS
Fundamentals
FIQSX has more cash in the bank: 15.2B vs. SFHIX (281M). FIQSX (7.84) and SFHIX (7.63) have matching dividends . FIQSX was incepted earlier than SFHIX: FIQSX (7 years) vs SFHIX (11 years). SFHIX (0.73) 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 (6.96) and FIQSX (6.83) have marching annual gain over last year. FIQSX return over 5 years is better than : 39.27 vs. SFHIX (33.71).
| FIQSX | SFHIX | FIQSX / SFHIX | |
| Total Expense Ratio | 0.67 | 0.55 | 122% |
| Annual Report Gross Expense Ratio | 0.67 | 0.73 | 92% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | 2.580 | 3.873 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 281M | 5,409% |
| Annual Yield % from dividends | 7.84 | 7.63 | 103% |
| Returns for 1 year | 6.83 | 6.96 | 98% |
| Returns for 3 years | 27.06 | 25.75 | 105% |
| Returns for 5 years | 39.27 | 33.71 | 117% |
| Returns for 10 years | N/A | 57.65 | - |
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