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FXAIX vs IFPUX
FXAIX vs IFPUX Comparison
Open Charts FXAIX vs IFPUX
Independent Franchise Partners US Equity
Price$21.80
Change-$0.13 (-0.59%)
VolumeN/A
CapitalizationN/A
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FXAIX vs IFPUX Comparison Chart
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FXAIX vs. IFPUX commentary
Sep 21, 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 Buy and IFPUX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 585B vs. IFPUX (1.98B). IFPUX (1.32) and FXAIX (1.31) have matching dividends . FXAIX was incepted earlier than IFPUX: FXAIX (13 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 : 28.29 vs. IFPUX (14.82). FXAIX return over 5 years is better than : 101.18 vs. IFPUX (24.44).
| FXAIX | IFPUX | FXAIX / IFPUX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 18.982 | 18.502 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585B | 1.98B | 29,486% |
| Annual Yield % from dividends | 1.31 | 1.32 | 99% |
| Returns for 1 year | 28.29 | 14.82 | 191% |
| Returns for 3 years | 32.76 | 0.63 | 5,165% |
| Returns for 5 years | 101.18 | 24.44 | 414% |
| Returns for 10 years | 203.96 | 69.71 | 293% |
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