Interact to see
Advertisement
Advertisement
FUEPX vs SSIFX
FUEPX vs SSIFX Comparison
Open Charts FUEPX vs SSIFX
American Funds EUPAC 529-F-2
Price$59.01
Change-$0.80 (-1.34%)
VolumeN/A
Net Assets132.56B
Saturna International
Price$24.21
Change-$0.46 (-1.86%)
VolumeN/A
Net Assets73.58M
FUEPX vs SSIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FUEPX has more cash in the bank: 133B vs. SSIFX (73.6M). FUEPX pays higher dividends than SSIFX: FUEPX (1.26) 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 (0.57). FUEPX is a more actively managed with annual turnover of: 30.00 vs. SSIFX (19.00). FUEPX has a lower initial minimum investment than SSIFX: FUEPX (250) vs SSIFX (1000). FUEPX annual gain was more profitable for investors over the last year : 3.82 vs. SSIFX (3.55).
| FUEPX | SSIFX | FUEPX / SSIFX | |
| Total Expense Ratio | 0.57 | 0.96 | 59% |
| Annual Report Gross Expense Ratio | 0.57 | 0.96 | 59% |
| Fund Existence | 5 years | 30 years | - |
| Gain YTD | 9.950 | 10.095 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 73.6M | 180,707% |
| Annual Yield % from dividends | 1.26 | 0.00 | - |
| Returns for 1 year | 3.82 | 3.55 | 108% |
| Returns for 3 years | 28.27 | 46.89 | 60% |
| Returns for 5 years | N/A | 46.81 | - |
| Returns for 10 years | N/A | 62.84 | - |