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FXAIX vs SFEPX
FXAIX vs SFEPX Comparison
Open Charts FXAIX vs SFEPX
FXAIX vs SFEPX Comparison Chart
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FXAIX vs. SFEPX commentary
Mar 11, 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 Buy and SFEPX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. SFEPX (247M). SFEPX pays higher dividends than FXAIX: SFEPX (2.71) vs FXAIX (1.23). FXAIX was incepted earlier than SFEPX: FXAIX (14 years) vs SFEPX (10 years). SFEPX (1.34) is less costly to investors than FXAIX (0.01). SFEPX is a more actively managed with annual turnover of: 56.00 vs. FXAIX (2.00). FXAIX (0) and SFEPX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 13.38 vs. SFEPX (-6.02). FXAIX return over 5 years is better than : 109.80 vs. SFEPX (5.35).
| FXAIX | SFEPX | FXAIX / SFEPX | |
| Total Expense Ratio | 0.01 | 1.34 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.34 | 1% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | -1.670 | -2.047 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632B | 247M | 255,870% |
| Annual Yield % from dividends | 1.23 | 2.71 | 45% |
| Returns for 1 year | 13.38 | -6.02 | -222% |
| Returns for 3 years | 44.86 | -16.11 | -278% |
| Returns for 5 years | 109.80 | 5.35 | 2,054% |
| Returns for 10 years | 206.52 | N/A | - |
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