FEPUX
Price
$60.33
Change
-$0.05 (-0.08%)
Updated
Dec 24 closing price
Net Assets
134.15B
SIFZX
Price
$27.81
Change
+$0.07 (+0.25%)
Updated
Dec 11 closing price
Net Assets
79.6M
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FEPUX vs SIFZX

Header iconFEPUX vs SIFZX Comparison
Open Charts FEPUX vs SIFZXBanner chart's image
American Funds EUPAC 529-F-3
Price$60.33
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets134.15B
Saturna International Z
Price$27.81
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets79.6M
FEPUX vs SIFZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FEPUX has more cash in the bank: 134B vs. SIFZX (79.6M). FEPUX pays higher dividends than SIFZX: FEPUX (0.85) vs SIFZX (0.07). FEPUX was incepted earlier than SIFZX: FEPUX (5 years) vs SIFZX (9 years). SIFZX (0.73) is less costly to investors than FEPUX (0.52). FEPUX is a more actively managed with annual turnover of: 35.00 vs. SIFZX (19.00). FEPUX has a lower initial minimum investment than SIFZX: FEPUX (250) vs SIFZX (1000). FEPUX annual gain was more profitable for investors over the last year : 11.31 vs. SIFZX (3.82). SIFZX return over 5 years is better than : 14.30 vs. FEPUX (-5.22).
FEPUXSIFZXFEPUX / SIFZX
Total Expense Ratio0.520.7371%
Annual Report Gross Expense Ratio0.520.7371%
Fund Existence5 years9 years-
Gain YTD12.5565.978210%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets134B79.6M168,342%
Annual Yield % from dividends0.850.071,165%
Returns for 1 year11.313.82296%
Returns for 3 years27.7332.9884%
Returns for 5 years-5.2214.30-37%
Returns for 10 yearsN/AN/A-
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