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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
Apr 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. SFEPX (219M). SFEPX pays higher dividends than FXAIX: SFEPX (2.84) vs FXAIX (1.30). 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 : 7.42 vs. SFEPX (-11.00). FXAIX return over 5 years is better than : 104.55 vs. SFEPX (4.39).
| 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 | -8.250 | -8.837 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 219M | 273,059% |
| Annual Yield % from dividends | 1.30 | 2.84 | 46% |
| Returns for 1 year | 7.42 | -11.00 | -67% |
| Returns for 3 years | 31.00 | -24.01 | -129% |
| Returns for 5 years | 104.55 | 4.39 | 2,383% |
| Returns for 10 years | 178.96 | N/A | - |
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