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AIWEX vs FIKAX
AIWEX vs FIKAX Comparison Chart in %
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AIWEX vs. FIKAX commentary
Jul 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 Buy and FIKAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 931M vs. AIWEX (126M). FIKAX pays higher dividends than AIWEX: FIKAX (1.03) vs AIWEX (0.96). 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 : 16.81 vs. FIKAX (-4.25). AIWEX (206.65) and FIKAX (201.32) have equivalent 5 years return.
| 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 | 13.833 | 3.561 | 388% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 931M | 14% |
| Annual Yield % from dividends | 0.96 | 1.03 | 93% |
| Returns for 1 year | 16.81 | -4.25 | -396% |
| Returns for 3 years | 54.05 | 32.26 | 168% |
| Returns for 5 years | 206.65 | 201.32 | 103% |
| Returns for 10 years | 112.27 | N/A | - |
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