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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
Feb 23, 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 StrongBuy and SFEPX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 639B vs. SFEPX (257M). 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. FXAIX annual gain was more profitable for investors over the last year : 19.81 vs. SFEPX (-1.34). FXAIX return over 5 years is better than : 94.76 vs. SFEPX (-3.01).
| 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 | 2.419 | 1.098 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639B | 257M | 248,638% |
| Annual Yield % from dividends | 1.31 | 2.16 | 61% |
| Returns for 1 year | 19.81 | -1.34 | -1,476% |
| Returns for 3 years | 46.26 | -16.42 | -282% |
| Returns for 5 years | 94.76 | -3.01 | -3,146% |
| Returns for 10 years | 208.81 | N/A | - |
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