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AAWEX vs FIKAX
AAWEX vs FIKAX Comparison Chart
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AAWEX vs. FIKAX commentary
May 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AAWEX is a Buy and FIKAX is a Buy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 892M vs. AAWEX (113M). FIKAX pays higher dividends than AAWEX: FIKAX (1.14) vs AAWEX (1.00). AAWEX was incepted earlier than FIKAX: AAWEX (11 years) vs FIKAX (7 years). AAWEX (1.31) is less costly to investors than FIKAX (0.58). AAWEX is a more actively managed with annual turnover of: 161.00 vs. FIKAX (31.00). AAWEX (0) and FIKAX (0) have matching initial minimum investment requirements. AAWEX annual gain was more profitable for investors over the last year : 8.68 vs. FIKAX (-8.88). FIKAX (211.33) and AAWEX (206.47) have equivalent 5 years return.
| AAWEX | FIKAX | AAWEX / FIKAX | |
| Total Expense Ratio | 1.18 | 0.58 | 203% |
| Annual Report Gross Expense Ratio | 1.31 | 0.58 | 226% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 4.869 | 0.215 | 2,269% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 892M | 13% |
| Annual Yield % from dividends | 1.00 | 1.14 | 88% |
| Returns for 1 year | 8.68 | -8.88 | -98% |
| Returns for 3 years | 29.96 | 17.49 | 171% |
| Returns for 5 years | 206.47 | 211.33 | 98% |
| Returns for 10 years | 74.54 | N/A | - |
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