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FUEPX vs SIFZX
FUEPX vs SIFZX Comparison
Open Charts FUEPX vs SIFZX
American Funds EUPAC 529-F-2
Price$60.41
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
FUEPX vs SIFZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FUEPX has more cash in the bank: 134B vs. SIFZX (79.6M). FUEPX pays higher dividends than SIFZX: FUEPX (0.80) vs SIFZX (0.07). FUEPX was incepted earlier than SIFZX: FUEPX (5 years) vs SIFZX (9 years). SIFZX (0.73) is less costly to investors than FUEPX (0.59). FUEPX is a more actively managed with annual turnover of: 35.00 vs. SIFZX (19.00). FUEPX has a lower initial minimum investment than SIFZX: FUEPX (250) vs SIFZX (1000). FUEPX 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. FUEPX (-5.41).
| FUEPX | SIFZX | FUEPX / SIFZX | |
| Total Expense Ratio | 0.59 | 0.73 | 81% |
| Annual Report Gross Expense Ratio | 0.59 | 0.73 | 81% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 12.558 | 5.978 | 210% |
| 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 | 0.80 | 0.07 | 1,105% |
| Returns for 1 year | 11.31 | 3.82 | 297% |
| Returns for 3 years | 27.62 | 32.98 | 84% |
| Returns for 5 years | -5.41 | 14.30 | -38% |
| Returns for 10 years | N/A | N/A | - |
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