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FUEPX vs SSIFX
FUEPX vs SSIFX Comparison
Open Charts FUEPX vs SSIFX
American Funds EUPAC 529-F-2
Price$60.26
Change+$0.14 (+0.23%)
VolumeN/A
Net Assets132.65B
Saturna International
Price$24.80
Change-$0.06 (-0.24%)
VolumeN/A
Net Assets74.38M
FUEPX vs SSIFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FUEPX has more cash in the bank: 133B vs. SSIFX (74.4M). FUEPX pays higher dividends than SSIFX: FUEPX (0.87) vs SSIFX (0.00). FUEPX was incepted earlier than SSIFX: FUEPX (5 years) vs SSIFX (30 years). SSIFX (0.96) is less costly to investors than FUEPX (0.59). FUEPX is a more actively managed with annual turnover of: 35.00 vs. SSIFX (19.00). FUEPX has a lower initial minimum investment than SSIFX: FUEPX (250) vs SSIFX (1000). SSIFX annual gain was more profitable for investors over the last year : 3.84 vs. FUEPX (2.26).
| FUEPX | SSIFX | FUEPX / SSIFX | |
| Total Expense Ratio | 0.59 | 0.96 | 61% |
| Annual Report Gross Expense Ratio | 0.59 | 0.96 | 61% |
| Fund Existence | 5 years | 30 years | - |
| Gain YTD | 12.279 | 13.051 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 74.4M | 178,763% |
| Annual Yield % from dividends | 0.87 | 0.00 | - |
| Returns for 1 year | 2.26 | 3.84 | 59% |
| Returns for 3 years | 32.78 | 47.53 | 69% |
| Returns for 5 years | N/A | 42.15 | - |
| Returns for 10 years | N/A | 68.47 | - |
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