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FSENX vs ICPAX
FSENX vs ICPAX Comparison Chart
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FSENX vs. ICPAX commentary
May 23, 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 FSENX is a Hold and ICPAX is a Hold.
FUNDAMENTALS
Fundamentals
FSENX has more cash in the bank: 1.68B vs. ICPAX (125M). FSENX pays higher dividends than ICPAX: FSENX (2.19) vs ICPAX (1.05). FSENX was incepted earlier than ICPAX: FSENX (44 years) vs ICPAX (26 years). ICPAX (1.60) is less costly to investors than FSENX (0.65). ICPAX is a more actively managed with annual turnover of: 50.88 vs. FSENX (15.00). FSENX has a lower initial minimum investment than ICPAX: FSENX (0) vs ICPAX (1000). ICPAX annual gain was more profitable for investors over the last year : 10.02 vs. FSENX (-11.51). FSENX return over 5 years is better than : 177.53 vs. ICPAX (153.26).
| FSENX | ICPAX | FSENX / ICPAX | |
| Total Expense Ratio | 0.65 | 1.50 | 43% |
| Annual Report Gross Expense Ratio | 0.65 | 1.60 | 41% |
| Fund Existence | 44 years | 26 years | - |
| Gain YTD | -3.939 | 2.224 | -177% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 125M | 1,340% |
| Annual Yield % from dividends | 2.19 | 1.05 | 208% |
| Returns for 1 year | -11.51 | 10.02 | -115% |
| Returns for 3 years | 7.09 | 21.11 | 34% |
| Returns for 5 years | 177.53 | 153.26 | 116% |
| Returns for 10 years | 30.92 | 8.85 | 349% |