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FXAIX vs IFPUX
FXAIX vs IFPUX Comparison
Open Charts FXAIX vs IFPUX
Independent Franchise Partners US Equity
Price$18.79
Change-$0.47 (-2.44%)
VolumeN/A
CapitalizationN/A
FXAIX vs IFPUX Comparison Chart
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FXAIX vs. IFPUX commentary
Dec 19, 2024
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 StrongBuy and IFPUX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. IFPUX (1.16B). 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 : 29.40 vs. IFPUX (8.56). FXAIX return over 5 years is better than : 104.23 vs. IFPUX (12.52).
| 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 | 28.550 | 6.379 | 448% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632B | 1.16B | 54,342% |
| Annual Yield % from dividends | 1.31 | 1.32 | 99% |
| Returns for 1 year | 29.40 | 8.56 | 344% |
| Returns for 3 years | 37.14 | -4.73 | -786% |
| Returns for 5 years | 104.23 | 12.52 | 832% |
| Returns for 10 years | 217.91 | 48.83 | 446% |