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AIWEX vs FIKAX
AIWEX vs FIKAX Comparison Chart
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AIWEX 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 AIWEX is a Hold and FIKAX is a Hold.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 1.08B vs. AIWEX (109M). AIWEX pays higher dividends than FIKAX: AIWEX (1.13) vs FIKAX (0.99). AIWEX was incepted earlier than FIKAX: AIWEX (11 years) vs FIKAX (7 years). AIWEX (1.21) is less costly to investors than FIKAX (0.58). AIWEX is a more actively managed with annual turnover of: 161.00 vs. FIKAX (31.00). FIKAX has a lower initial minimum investment than AIWEX: FIKAX (0) vs AIWEX (1000). AIWEX annual gain was more profitable for investors over the last year : 1.88 vs. FIKAX (-6.28). FIKAX return over 5 years is better than : 296.08 vs. AIWEX (255.77).
| AIWEX | FIKAX | AIWEX / FIKAX | |
| Total Expense Ratio | 0.93 | 0.58 | 160% |
| Annual Report Gross Expense Ratio | 1.21 | 0.58 | 209% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 1.879 | 6.737 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 1.08B | 10% |
| Annual Yield % from dividends | 1.13 | 0.99 | 114% |
| Returns for 1 year | 1.88 | -6.28 | -30% |
| Returns for 3 years | 24.74 | 28.94 | 85% |
| Returns for 5 years | 255.77 | 296.08 | 86% |
| Returns for 10 years | 77.43 | N/A | - |
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