ACWEX
Price
$16.19
Change
-$0.05 (-0.31%)
Updated
Jun 27 closing price
Net Assets
126.17M
FIKAX
Price
$47.50
Change
-$0.25 (-0.52%)
Updated
Jun 27 closing price
Net Assets
896.9M
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ACWEX vs FIKAX

Header iconACWEX vs FIKAX Comparison
Open Charts ACWEX vs FIKAXBanner chart's image
Cavanal Hill World Energy C
Price$16.19
Change-$0.05 (-0.31%)
VolumeN/A
Net Assets126.17M
Fidelity Advisor Energy Z
Price$47.50
Change-$0.25 (-0.52%)
VolumeN/A
Net Assets896.9M
ACWEX vs FIKAX Comparison Chart in %
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ACWEX vs. FIKAX commentary
Jun 30, 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.

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FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 897M vs. ACWEX (126M). FIKAX pays higher dividends than ACWEX: FIKAX (1.09) vs ACWEX (0.48). 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 : 17.00 vs. FIKAX (-4.73). FIKAX (205.18) and ACWEX (201.26) have equivalent 5 years return.
ACWEXFIKAXACWEX / FIKAX
Total Expense Ratio1.930.58333%
Annual Report Gross Expense Ratio2.210.58381%
Fund Existence11 years7 years-
Gain YTD13.3751.909700%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets126M897M14%
Annual Yield % from dividends0.481.0944%
Returns for 1 year17.00-4.73-360%
Returns for 3 years43.3923.53184%
Returns for 5 years201.26205.1898%
Returns for 10 years87.18N/A-
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