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FEPUX vs SSIFX
FEPUX vs SSIFX Comparison
Open Charts FEPUX vs SSIFX
American Funds EUPAC 529-F-3
Price$60.33
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets134.15B
Saturna International
Price$27.63
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets79.6M
FEPUX vs SSIFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FEPUX has more cash in the bank: 134B vs. SSIFX (79.6M). FEPUX pays higher dividends than SSIFX: FEPUX (0.85) vs SSIFX (0.00). FEPUX was incepted earlier than SSIFX: FEPUX (5 years) vs SSIFX (30 years). SSIFX (0.96) is less costly to investors than FEPUX (0.52). FEPUX is a more actively managed with annual turnover of: 35.00 vs. SSIFX (19.00). FEPUX has a lower initial minimum investment than SSIFX: FEPUX (250) vs SSIFX (1000). FEPUX annual gain was more profitable for investors over the last year : 11.31 vs. SSIFX (3.74). SSIFX return over 5 years is better than : 13.20 vs. FEPUX (-5.22).
| FEPUX | SSIFX | FEPUX / SSIFX | |
| Total Expense Ratio | 0.52 | 0.96 | 54% |
| Annual Report Gross Expense Ratio | 0.52 | 0.96 | 54% |
| Fund Existence | 5 years | 30 years | - |
| Gain YTD | 12.556 | 5.866 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 79.6M | 168,342% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | 11.31 | 3.74 | 302% |
| Returns for 3 years | 27.73 | 32.29 | 86% |
| Returns for 5 years | -5.22 | 13.20 | -40% |
| Returns for 10 years | N/A | 75.24 | - |
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