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FSENX vs ICWIX
FSENX vs ICWIX Comparison Chart
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FSENX vs. ICWIX commentary
Mar 11, 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 Buy and ICWIX is a Hold.
FUNDAMENTALS
Fundamentals
FSENX has more cash in the bank: 1.96B vs. ICWIX (119M). FSENX pays higher dividends than ICWIX: FSENX (1.90) vs ICWIX (1.53). FSENX was incepted earlier than ICWIX: FSENX (44 years) vs ICWIX (9 years). ICWIX (1.10) is less costly to investors than FSENX (0.73). ICWIX is a more actively managed with annual turnover of: 50.88 vs. FSENX (17.00). FSENX has a lower initial minimum investment than ICWIX: FSENX (0) vs ICWIX (1000). ICWIX annual gain was more profitable for investors over the last year : 9.46 vs. FSENX (-3.81). FSENX return over 5 years is better than : 156.04 vs. ICWIX (106.56).
| FSENX | ICWIX | FSENX / ICWIX | |
| Total Expense Ratio | 0.73 | 1.00 | 73% |
| Annual Report Gross Expense Ratio | 0.73 | 1.10 | 66% |
| Fund Existence | 44 years | 9 years | - |
| Gain YTD | -2.095 | -3.608 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 119M | 1,645% |
| Annual Yield % from dividends | 1.90 | 1.53 | 124% |
| Returns for 1 year | -3.81 | 9.46 | -40% |
| Returns for 3 years | 21.47 | 20.64 | 104% |
| Returns for 5 years | 156.04 | 106.56 | 146% |
| Returns for 10 years | 44.24 | N/A | - |
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