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FIQSX vs SPFPX
FIQSX vs SPFPX Comparison Chart
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FIQSX vs. SPFPX commentary
May 26, 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 SPFPX is a Hold.
FUNDAMENTALS
Fundamentals
FIQSX has more cash in the bank: 14.4B vs. SPFPX (71.6M). SPFPX pays higher dividends than FIQSX: SPFPX (9.98) vs FIQSX (8.18). FIQSX was incepted earlier than SPFPX: FIQSX (7 years) vs SPFPX (9 years). SPFPX (1.34) is less costly to investors than FIQSX (0.67). SPFPX is a more actively managed with annual turnover of: 128.00 vs. FIQSX (41.00). FIQSX has a lower initial minimum investment than SPFPX: FIQSX (0) vs SPFPX (2500). FIQSX annual gain was more profitable for investors over the last year : 6.14 vs. SPFPX (0.04). FIQSX return over 5 years is better than : 43.37 vs. SPFPX (28.63).
| FIQSX | SPFPX | FIQSX / SPFPX | |
| Total Expense Ratio | 0.67 | 1.20 | 56% |
| Annual Report Gross Expense Ratio | 0.67 | 1.34 | 50% |
| Fund Existence | 7 years | 9 years | - |
| Gain YTD | 0.458 | -3.692 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 71.6M | 20,112% |
| Annual Yield % from dividends | 8.18 | 9.98 | 82% |
| Returns for 1 year | 6.14 | 0.04 | 13,830% |
| Returns for 3 years | 26.93 | 12.47 | 216% |
| Returns for 5 years | 43.37 | 28.63 | 151% |
| Returns for 10 years | N/A | N/A | - |
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