INCE vs MFEM

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Quick Verdict

INCE has a lower expense ratio. MFEM delivered stronger 1-year returns. MFEM offers more diversification with 772 holdings.

Side-by-Side Comparison

MetricINCEMFEM
Fund FamilyFranklin Templeton Investments (US)PIMCO (US)
Expense Ratio0.29%0.49%
AUM$108M$127M
Dividend Yield4.95%2.32%
Holdings Count81772
Inception Date2016-09-202017-08-31
Investment StyleLarge Cap ValueLarge Cap Value
1-Month Return+4.05%+9.42%
YTD Return+9.87%+7.98%
1-Year Return+21.86%+37.08%
3-Year Return+17.31%+15.74%
5-Year Return+13.21%+7.46%
10-Year Return--
Buy Score7868
Momentum Score8879
Value Score5953

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, INCE or MFEM?

INCE has an expense ratio of 0.29% while MFEM charges 0.49%. INCE is the cheaper option, saving you money on management fees over time.

Do INCE and MFEM hold the same stocks?

INCE and MFEM share 0 common holdings with a 0.0% weight overlap. They hold 0 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, INCE or MFEM?

Over the past year, INCE returned +21.86% while MFEM returned +37.08%. MFEM outperformed over this period. Past performance does not guarantee future results.