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FTAWX vs SIIAX
FTAWX vs SIIAX Comparison
Open Charts FTAWX vs SIIAX
FTAWX vs SIIAX Comparison Chart in %
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FTAWX vs. SIIAX 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 FTAWX is a Buy and SIIAX is a Hold.
FUNDAMENTALS
Fundamentals
FTAWX has more cash in the bank: 6.32B vs. SIIAX (42.4M). SIIAX pays higher dividends than FTAWX: SIIAX (6.28) vs FTAWX (2.76). FTAWX was incepted earlier than SIIAX: FTAWX (20 years) vs SIIAX (5 years). SIIAX (2.43) is less costly to investors than FTAWX (0.78). SIIAX is a more actively managed with annual turnover of: 144.00 vs. FTAWX (31.00). FTAWX initial investment is less costly to investors than SIIAX (5%) vs SIIAX (5%). FTAWX has a lower initial minimum investment than SIIAX: FTAWX (0) vs SIIAX (2500). FTAWX annual gain was more profitable for investors over the last year : 11.15 vs. SIIAX (9.45). SIIAX return over 5 years is better than : 21.24 vs. FTAWX (15.25).
| FTAWX | SIIAX | FTAWX / SIIAX | |
| Total Expense Ratio | 0.76 | 1.76 | 43% |
| Annual Report Gross Expense Ratio | 0.78 | 2.43 | 32% |
| Fund Existence | 20 years | 5 years | - |
| Gain YTD | 4.230 | 3.667 | 115% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 6.32B | 42.4M | 14,908% |
| Annual Yield % from dividends | 2.76 | 6.28 | 44% |
| Returns for 1 year | 11.15 | 9.45 | 118% |
| Returns for 3 years | 24.60 | 31.54 | 78% |
| Returns for 5 years | 15.25 | 21.24 | 72% |
| Returns for 10 years | 37.44 | 60.63 | 62% |
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