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AAWEX vs FIKAX
AAWEX vs FIKAX Comparison Chart in %
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AAWEX vs. FIKAX commentary
Oct 09, 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: 944M vs. AAWEX (159M). FIKAX pays higher dividends than AAWEX: FIKAX (0.96) vs AAWEX (0.46). AAWEX was incepted earlier than FIKAX: AAWEX (12 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 : 27.82 vs. FIKAX (3.22). FIKAX return over 5 years is better than : 269.10 vs. AAWEX (227.38).
| AAWEX | FIKAX | AAWEX / FIKAX | |
| Total Expense Ratio | 1.18 | 0.58 | 203% |
| Annual Report Gross Expense Ratio | 1.31 | 0.58 | 226% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 24.364 | 9.419 | 259% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159M | 944M | 17% |
| Annual Yield % from dividends | 0.46 | 0.96 | 48% |
| Returns for 1 year | 27.82 | 3.22 | 865% |
| Returns for 3 years | 51.44 | 22.02 | 234% |
| Returns for 5 years | 227.38 | 269.10 | 84% |
| Returns for 10 years | 133.81 | N/A | - |