Interact to see
Advertisement
Advertisement
FPFZX vs SEPAX
FPFZX vs SEPAX Comparison
Open Charts FPFZX vs SEPAX
FPFZX vs SEPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FPFZX vs. SEPAX commentary
Jun 04, 2026
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 FPFZX is a Hold and SEPAX is a Hold.
FUNDAMENTALS
Fundamentals
FPFZX has more cash in the bank: 658M vs. SEPAX (139M). FPFZX pays higher dividends than SEPAX: FPFZX (3.51) vs SEPAX (2.26). FPFZX was incepted earlier than SEPAX: FPFZX (17 years) vs SEPAX (28 years). SEPAX (0.84) is less costly to investors than FPFZX (0.58). SEPAX is a more actively managed with annual turnover of: 18.00 vs. FPFZX (15.53). FPFZX (100000) and SEPAX (100000) have matching initial minimum investment requirements. FPFZX annual gain was more profitable for investors over the last year : 8.54 vs. SEPAX (4.89). SEPAX return over 5 years is better than : 2.21 vs. FPFZX (-0.54).
| FPFZX | SEPAX | FPFZX / SEPAX | |
| Total Expense Ratio | 0.58 | 0.63 | 92% |
| Annual Report Gross Expense Ratio | 0.58 | 0.84 | 69% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | 1.944 | 0.485 | 401% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 658M | 139M | 473% |
| Annual Yield % from dividends | 3.51 | 2.26 | 155% |
| Returns for 1 year | 8.54 | 4.89 | 175% |
| Returns for 3 years | 11.90 | 9.43 | 126% |
| Returns for 5 years | -0.54 | 2.21 | -24% |
| Returns for 10 years | 0.99 | 12.18 | 8% |
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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FTQI | 21.96 | 0.02 | +0.09% |
| First Trust Nasdaq BuyWrite Income ETF | |||
| AFMC | 40.11 | 0.02 | +0.05% |
| First Trust Active Factor Mid Cap ETF | |||
| VMSB | 49.55 | N/A | N/A |
| Voya Multi Sector Income ETF | |||
| SCLZ | 56.30 | -0.11 | -0.19% |
| Swan Enhanced Dividend Income ETF | |||
| VEU | 84.17 | -0.83 | -0.98% |
| Vanguard FTSE All-Wld ex-US ETF | |||