AIWEX
Price
$16.32
Change
-$0.12 (-0.73%)
Updated
Aug 15 closing price
Net Assets
133.48M
FANAX
Price
$44.66
Change
-$0.12 (-0.27%)
Updated
Aug 15 closing price
Net Assets
942.06M
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AIWEX vs FANAX

Header iconAIWEX vs FANAX Comparison
Open Charts AIWEX vs FANAXBanner chart's image
Cavanal Hill World Energy Institutional
Price$16.32
Change-$0.12 (-0.73%)
VolumeN/A
Net Assets133.48M
Fidelity Advisor Energy A
Price$44.66
Change-$0.12 (-0.27%)
VolumeN/A
Net Assets942.06M
AIWEX vs FANAX Comparison Chart in %
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AIWEX vs. FANAX commentary
Aug 17, 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 AIWEX is a Hold and FANAX is a Hold.

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FUNDAMENTALS
Fundamentals
FANAX has more cash in the bank: 942M vs. AIWEX (133M). AIWEX (0.94) and FANAX (0.91) have matching dividends . AIWEX was incepted earlier than FANAX: AIWEX (12 years) vs FANAX (29 years). AIWEX (1.21) is less costly to investors than FANAX (0.98). AIWEX is a more actively managed with annual turnover of: 161.00 vs. FANAX (31.00). FANAX has a lower initial minimum investment than AIWEX: FANAX (0) vs AIWEX (1000). AIWEX annual gain was more profitable for investors over the last year : 19.54 vs. FANAX (-4.51). AIWEX (181.51) and FANAX (178.74) have equivalent 5 years return.
AIWEXFANAXAIWEX / FANAX
Total Expense Ratio0.930.9895%
Annual Report Gross Expense Ratio1.210.98123%
Fund Existence12 years29 years-
Gain YTD13.2092.005659%
Front LoadN/A6%-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets133M942M14%
Annual Yield % from dividends0.940.91103%
Returns for 1 year19.54-4.51-433%
Returns for 3 years43.4221.95198%
Returns for 5 years181.51178.74102%
Returns for 10 years120.2458.23207%
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