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ACWEX vs FIKAX
ACWEX vs FIKAX Comparison Chart
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ACWEX vs. FIKAX commentary
May 23, 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 ACWEX is a Buy and FIKAX is a Hold.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 892M vs. ACWEX (114M). FIKAX pays higher dividends than ACWEX: FIKAX (1.14) vs ACWEX (0.53). ACWEX was incepted earlier than FIKAX: ACWEX (11 years) vs FIKAX (7 years). ACWEX (2.21) is less costly to investors than FIKAX (0.58). ACWEX is a more actively managed with annual turnover of: 161.00 vs. FIKAX (31.00). ACWEX (0) and FIKAX (0) have matching initial minimum investment requirements. ACWEX annual gain was more profitable for investors over the last year : 5.94 vs. FIKAX (-11.72). FIKAX return over 5 years is better than : 182.24 vs. ACWEX (173.14).
| ACWEX | FIKAX | ACWEX / FIKAX | |
| Total Expense Ratio | 1.93 | 0.58 | 333% |
| Annual Report Gross Expense Ratio | 2.21 | 0.58 | 381% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 4.062 | -2.403 | -169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 892M | 13% |
| Annual Yield % from dividends | 0.53 | 1.14 | 47% |
| Returns for 1 year | 5.94 | -11.72 | -51% |
| Returns for 3 years | 24.27 | 12.39 | 196% |
| Returns for 5 years | 173.14 | 182.24 | 95% |
| Returns for 10 years | 62.26 | N/A | - |
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