Ad is loading...
FXAIX vs SFEPX
FXAIX vs SFEPX Comparison
Open Charts FXAIX vs SFEPX
FXAIX vs SFEPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. SFEPX commentary
Dec 19, 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 StrongBuy and SFEPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. SFEPX (271M). 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 (29.91) and FXAIX (29.40) have marching annual gain over last year. FXAIX return over 5 years is better than : 104.23 vs. SFEPX (23.16).
| 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 | 28.550 | 28.926 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632B | 271M | 233,210% |
| Annual Yield % from dividends | 1.31 | 2.16 | 61% |
| Returns for 1 year | 29.40 | 29.91 | 98% |
| Returns for 3 years | 37.14 | -5.07 | -732% |
| Returns for 5 years | 104.23 | 23.16 | 450% |
| Returns for 10 years | 217.91 | N/A | - |