AIWEX
Price
$16.25
Change
+$0.34 (+2.14%)
Updated
Jun 11 closing price
Net Assets
121.41M
FANAX
Price
$44.60
Change
+$0.76 (+1.73%)
Updated
Jun 11 closing price
Net Assets
896.9M
Interact to see
Advertisement

AIWEX vs FANAX

Header iconAIWEX vs FANAX Comparison
Open Charts AIWEX vs FANAXBanner chart's image
Cavanal Hill World Energy Institutional
Price$16.25
Change+$0.34 (+2.14%)
VolumeN/A
Net Assets121.41M
Fidelity Advisor Energy A
Price$44.60
Change+$0.76 (+1.73%)
VolumeN/A
Net Assets896.9M
AIWEX vs FANAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
AIWEX vs. FANAX commentary
Jun 12, 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 Buy and FANAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FANAX has more cash in the bank: 897M vs. AIWEX (121M). AIWEX pays higher dividends than FANAX: AIWEX (1.07) vs FANAX (0.99). AIWEX was incepted earlier than FANAX: AIWEX (11 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 : 15.73 vs. FANAX (-5.86). AIWEX return over 5 years is better than : 188.96 vs. FANAX (170.91).
AIWEXFANAXAIWEX / FANAX
Total Expense Ratio0.930.9895%
Annual Report Gross Expense Ratio1.210.98123%
Fund Existence11 years29 years-
Gain YTD9.966-0.137-7,292%
Front LoadN/A6%-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets121M897M13%
Annual Yield % from dividends1.070.99108%
Returns for 1 year15.73-5.86-268%
Returns for 3 years24.333.30736%
Returns for 5 years188.96170.91111%
Returns for 10 years95.2938.30249%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CGFCX67.720.08
+0.12%
American Funds Growth Fund of Amer 529C
FSATX16.11N/A
N/A
Fidelity Advisor Asset Manager 60% M
HERTX10.96N/A
N/A
Hartford Emerging Markets Equity R5
DHPYX17.24N/A
N/A
Diamond Hill Mid Cap Y
JNPSX21.36-0.11
-0.51%
Janus Henderson Small Cap Value D