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AAWEX vs FIKAX
AAWEX vs FIKAX Comparison Chart
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AAWEX vs. FIKAX commentary
Apr 04, 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 Hold and FIKAX is a Hold.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 1.08B vs. AAWEX (109M). FIKAX (0.99) and AAWEX (0.95) have matching dividends . 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 : 1.62 vs. FIKAX (-6.28). FIKAX return over 5 years is better than : 296.08 vs. AAWEX (251.07).
| 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 | 1.819 | 6.737 | 27% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 1.08B | 10% |
| Annual Yield % from dividends | 0.95 | 0.99 | 96% |
| Returns for 1 year | 1.62 | -6.28 | -26% |
| Returns for 3 years | 23.86 | 28.94 | 82% |
| Returns for 5 years | 251.07 | 296.08 | 85% |
| Returns for 10 years | 72.92 | N/A | - |
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