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FXAIX vs SFEPX
FXAIX vs SFEPX Comparison
Open Charts FXAIX vs SFEPX
Guggenheim StylePlus - Large Core P
Price$23.99
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FXAIX vs SFEPX Comparison Chart
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FXAIX vs. SFEPX 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 SFEPX is a StrongSell.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 585B vs. SFEPX (258M). SFEPX pays higher dividends than FXAIX: SFEPX (2.16) vs FXAIX (1.31). FXAIX was incepted earlier than SFEPX: FXAIX (13 years) vs SFEPX (9 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 (29.38) and FXAIX (28.29) have marching annual gain over last year. FXAIX return over 5 years is better than : 101.18 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 | 13 years | 9 years | - |
| Gain YTD | 18.982 | 19.402 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585B | 258M | 226,744% |
| Annual Yield % from dividends | 1.31 | 2.16 | 61% |
| Returns for 1 year | 28.29 | 29.38 | 96% |
| Returns for 3 years | 32.76 | -12.17 | -269% |
| Returns for 5 years | 101.18 | 22.39 | 452% |
| Returns for 10 years | 203.96 | N/A | - |
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