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FUEPX vs SSIFX
FUEPX vs SSIFX Comparison
Open Charts FUEPX vs SSIFX
American Funds EUPAC 529-F-2
Price$62.31
Change-$0.12 (-0.19%)
VolumeN/A
Net Assets135.75B
Saturna International
Price$25.08
Change-$0.20 (-0.79%)
VolumeN/A
Net Assets75.18M
FUEPX vs SSIFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FUEPX has more cash in the bank: 136B vs. SSIFX (75.2M). FUEPX pays higher dividends than SSIFX: FUEPX (0.88) vs SSIFX (0.00). FUEPX was incepted earlier than SSIFX: FUEPX (5 years) vs SSIFX (30 years). SSIFX (0.96) is less costly to investors than FUEPX (0.59). FUEPX is a more actively managed with annual turnover of: 35.00 vs. SSIFX (19.00). FUEPX has a lower initial minimum investment than SSIFX: FUEPX (250) vs SSIFX (1000). FUEPX (6.71) and SSIFX (6.67) have marching annual gain over last year.
| FUEPX | SSIFX | FUEPX / SSIFX | |
| Total Expense Ratio | 0.59 | 0.96 | 61% |
| Annual Report Gross Expense Ratio | 0.59 | 0.96 | 61% |
| Fund Existence | 5 years | 30 years | - |
| Gain YTD | 16.098 | 14.961 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 75.2M | 180,851% |
| Annual Yield % from dividends | 0.88 | 0.00 | - |
| Returns for 1 year | 6.71 | 6.67 | 101% |
| Returns for 3 years | 30.12 | 40.55 | 74% |
| Returns for 5 years | N/A | 38.01 | - |
| Returns for 10 years | N/A | 87.01 | - |
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