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FUEPX vs SIFZX
FUEPX vs SIFZX Comparison
Open Charts FUEPX vs SIFZX
American Funds EUPAC 529-F-2
Price$63.54
Change-$0.37 (-0.58%)
VolumeN/A
Net Assets134.63B
Saturna International Z
Price$27.60
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets85M
FUEPX vs SIFZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FUEPX has more cash in the bank: 135B vs. SIFZX (85M). FUEPX pays higher dividends than SIFZX: FUEPX (2.76) vs SIFZX (0.46). 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 : 18.66 vs. SIFZX (10.39). SIFZX return over 5 years is better than : 18.52 vs. FUEPX (-1.75).
| 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 | 5.671 | 7.722 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 85M | 158,824% |
| Annual Yield % from dividends | 2.76 | 0.46 | 602% |
| Returns for 1 year | 18.66 | 10.39 | 180% |
| Returns for 3 years | 26.60 | 32.70 | 81% |
| Returns for 5 years | -1.75 | 18.52 | -9% |
| Returns for 10 years | N/A | N/A | - |
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