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FSFWX vs IVEIX
FSFWX vs IVEIX Comparison
Open Charts FSFWX vs IVEIX
FSFWX vs IVEIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 94.3B vs. IVEIX (127M). IVEIX pays higher dividends than FSFWX: IVEIX (0.90) vs FSFWX (0.84). FSFWX was incepted earlier than IVEIX: FSFWX (6 years) vs IVEIX (19 years). IVEIX (1.25) is less costly to investors than FSFWX (0.70). FSFWX is a more actively managed with annual turnover of: 41.00 vs. IVEIX (29.00). IVEIX has a lower initial minimum investment than FSFWX: IVEIX (0) vs FSFWX (250). IVEIX annual gain was more profitable for investors over the last year : 31.72 vs. FSFWX (14.20). IVEIX return over 5 years is better than : 105.10 vs. FSFWX (-2.47).
| FSFWX | IVEIX | FSFWX / IVEIX | |
| Total Expense Ratio | 0.70 | 0.99 | 71% |
| Annual Report Gross Expense Ratio | 0.70 | 1.25 | 56% |
| Fund Existence | 6 years | 19 years | - |
| Gain YTD | 12.208 | 15.337 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.3B | 127M | 74,252% |
| Annual Yield % from dividends | 0.84 | 0.90 | 93% |
| Returns for 1 year | 14.20 | 31.72 | 45% |
| Returns for 3 years | 31.30 | 31.51 | 99% |
| Returns for 5 years | -2.47 | 105.10 | -2% |
| Returns for 10 years | N/A | 11.79 | - |
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