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FXAIX vs IFPUX
FXAIX vs IFPUX Comparison
Open Charts FXAIX vs IFPUX
Independent Franchise Partners US Equity
Price$18.99
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets1.13B
FXAIX vs IFPUX Comparison Chart
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FXAIX vs. IFPUX commentary
Jan 19, 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 FXAIX is a Hold and IFPUX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. IFPUX (1.13B). IFPUX (1.32) and FXAIX (1.31) have matching dividends . FXAIX was incepted earlier than IFPUX: FXAIX (14 years) vs IFPUX (13 years). IFPUX is a more actively managed with annual turnover of: 21.75 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than IFPUX: FXAIX (0) vs IFPUX (3000000). FXAIX annual gain was more profitable for investors over the last year : 27.15 vs. IFPUX (6.73). FXAIX return over 5 years is better than : 94.81 vs. IFPUX (5.86).
| FXAIX | IFPUX | FXAIX / IFPUX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 2.013 | 1.660 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 1.13B | 54,876% |
| Annual Yield % from dividends | 1.31 | 1.32 | 99% |
| Returns for 1 year | 27.15 | 6.73 | 403% |
| Returns for 3 years | 37.22 | -6.23 | -597% |
| Returns for 5 years | 94.81 | 5.86 | 1,618% |
| Returns for 10 years | 222.48 | 46.90 | 474% |
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