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FUEPX vs SSIFX
FUEPX vs SSIFX Comparison
Open Charts FUEPX vs SSIFX
American Funds EUPAC 529-F-2
Price$61.52
Change-$0.32 (-0.52%)
VolumeN/A
Net Assets135.06B
Saturna International
Price$25.50
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets75.79M
FUEPX vs SSIFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FUEPX has more cash in the bank: 135B vs. SSIFX (75.8M). FUEPX pays higher dividends than SSIFX: FUEPX (0.87) 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). SSIFX annual gain was more profitable for investors over the last year : 13.03 vs. FUEPX (10.08).
| 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 | 14.626 | 15.962 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 75.8M | 178,100% |
| Annual Yield % from dividends | 0.87 | 0.00 | - |
| Returns for 1 year | 10.08 | 13.03 | 77% |
| Returns for 3 years | 32.52 | 46.39 | 70% |
| Returns for 5 years | N/A | 46.64 | - |
| Returns for 10 years | N/A | 76.49 | - |
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