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FANIX vs FSENX
FANIX vs FSENX Comparison Chart in %
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FANIX vs. FSENX commentary
Aug 18, 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 FANIX is a StrongBuy and FSENX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSENX has more cash in the bank: 1.81B vs. FANIX (942M). FSENX pays higher dividends than FANIX: FSENX (1.93) vs FANIX (0.94). FANIX was incepted earlier than FSENX: FANIX (30 years) vs FSENX (44 years). FANIX (0.71) is less costly to investors than FSENX (0.65). FANIX is a more actively managed with annual turnover of: 31.00 vs. FSENX (15.00). FANIX (0) and FSENX (0) have matching initial minimum investment requirements. FSENX (-4.44) and FANIX (-4.54) have marching annual gain over last year. FSENX (183.40) and FANIX (181.92) have equivalent 5 years return.
| FANIX | FSENX | FANIX / FSENX | |
| Total Expense Ratio | 0.71 | 0.65 | 109% |
| Annual Report Gross Expense Ratio | 0.71 | 0.65 | 109% |
| Fund Existence | 30 years | 44 years | - |
| Gain YTD | 1.886 | 1.919 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 942M | 1.81B | 52% |
| Annual Yield % from dividends | 0.94 | 1.93 | 49% |
| Returns for 1 year | -4.54 | -4.44 | 102% |
| Returns for 3 years | 22.57 | 22.51 | 100% |
| Returns for 5 years | 181.92 | 183.40 | 99% |
| Returns for 10 years | 60.29 | 60.22 | 100% |