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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
Jan 19, 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 Hold and SFEPX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. SFEPX (262M). 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 : 27.15 vs. SFEPX (5.92). FXAIX return over 5 years is better than : 94.81 vs. SFEPX (-2.24).
| 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 | 2.013 | 1.997 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 262M | 236,260% |
| Annual Yield % from dividends | 1.31 | 2.16 | 61% |
| Returns for 1 year | 27.15 | 5.92 | 459% |
| Returns for 3 years | 37.22 | -20.88 | -178% |
| Returns for 5 years | 94.81 | -2.24 | -4,237% |
| Returns for 10 years | 222.48 | N/A | - |
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