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ISOLX vs SSFQX
ISOLX vs SSFQX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SSFQX has more cash in the bank: 1.49B vs. ISOLX (108M). SSFQX pays higher dividends than ISOLX: SSFQX (3.34) vs ISOLX (2.23). ISOLX was incepted earlier than SSFQX: ISOLX (13 years) vs SSFQX (3 years). SSFQX (0.76) is less costly to investors than ISOLX (0.41). ISOLX is a more actively managed with annual turnover of: 67.00 vs. SSFQX (17.00). SSFQX has a lower initial minimum investment than ISOLX: SSFQX (0) vs ISOLX (250000). ISOLX annual gain was more profitable for investors over the last year : 9.07 vs. SSFQX (6.58).
| ISOLX | SSFQX | ISOLX / SSFQX | |
| Total Expense Ratio | 0.40 | 0.59 | 68% |
| Annual Report Gross Expense Ratio | 0.41 | 0.76 | 54% |
| Fund Existence | 13 years | 3 years | - |
| Gain YTD | 7.155 | 6.320 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 1.49B | 7% |
| Annual Yield % from dividends | 2.23 | 3.34 | 67% |
| Returns for 1 year | 9.07 | 6.58 | 138% |
| Returns for 3 years | 18.84 | 11.76 | 160% |
| Returns for 5 years | 10.99 | N/A | - |
| Returns for 10 years | 32.89 | N/A | - |
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