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FUEPX vs SIFZX
FUEPX vs SIFZX Comparison
Open Charts FUEPX vs SIFZX
American Funds EUPAC 529-F-2
Price$60.12
Change-$0.33 (-0.55%)
VolumeN/A
Net Assets132.65B
Saturna International Z
Price$25.00
Change+$0.06 (+0.24%)
VolumeN/A
Net Assets74.23M
FUEPX vs SIFZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FUEPX has more cash in the bank: 133B vs. SIFZX (74.2M). FUEPX pays higher dividends than SIFZX: FUEPX (0.87) vs SIFZX (0.08). FUEPX was incepted earlier than SIFZX: FUEPX (5 years) vs SIFZX (8 years). SIFZX (0.73) is less costly to investors than FUEPX (0.59). FUEPX is a more actively managed with annual turnover of: 35.00 vs. SIFZX (19.00). FUEPX has a lower initial minimum investment than SIFZX: FUEPX (250) vs SIFZX (1000). SIFZX annual gain was more profitable for investors over the last year : 4.14 vs. FUEPX (1.99).
| FUEPX | SIFZX | FUEPX / SIFZX | |
| Total Expense Ratio | 0.59 | 0.73 | 81% |
| Annual Report Gross Expense Ratio | 0.59 | 0.73 | 81% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 12.018 | 12.953 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 74.2M | 179,245% |
| Annual Yield % from dividends | 0.87 | 0.08 | 1,098% |
| Returns for 1 year | 1.99 | 4.14 | 48% |
| Returns for 3 years | 32.47 | 48.18 | 67% |
| Returns for 5 years | N/A | 44.13 | - |
| Returns for 10 years | N/A | N/A | - |
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