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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
Nov 18, 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 StrongSell and SFEPX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 593B vs. SFEPX (263M). SFEPX pays higher dividends than FXAIX: SFEPX (2.16) vs FXAIX (1.31). FXAIX was incepted earlier than SFEPX: FXAIX (14 years) vs SFEPX (10 years). SFEPX is a more actively managed with annual turnover of: 56.00 vs. FXAIX (3.00). FXAIX (0) and SFEPX (0) have matching initial minimum investment requirements. SFEPX (33.24) and FXAIX (32.03) have marching annual gain over last year. FXAIX return over 5 years is better than : 102.32 vs. SFEPX (22.39).
| FXAIX | SFEPX | FXAIX / SFEPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 24.554 | 24.873 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593B | 263M | 225,475% |
| Annual Yield % from dividends | 1.31 | 2.16 | 61% |
| Returns for 1 year | 32.03 | 33.24 | 96% |
| Returns for 3 years | 30.80 | -13.15 | -234% |
| Returns for 5 years | 102.32 | 22.39 | 457% |
| Returns for 10 years | 210.78 | N/A | - |