AIWEX
Price
$16.32
Change
-$0.12 (-0.73%)
Updated
Aug 15 closing price
Net Assets
133.48M
FIKAX
Price
$47.53
Change
-$0.13 (-0.27%)
Updated
Aug 15 closing price
Net Assets
942.06M
Interact to see
Advertisement

AIWEX vs FIKAX

Header iconAIWEX vs FIKAX Comparison
Open Charts AIWEX vs FIKAXBanner chart's image
Cavanal Hill World Energy Institutional
Price$16.32
Change-$0.12 (-0.73%)
VolumeN/A
Net Assets133.48M
Fidelity Advisor Energy Z
Price$47.53
Change-$0.13 (-0.27%)
VolumeN/A
Net Assets942.06M
AIWEX vs FIKAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
AIWEX vs. FIKAX 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 FIKAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 942M vs. AIWEX (133M). FIKAX pays higher dividends than AIWEX: FIKAX (1.00) vs AIWEX (0.94). AIWEX was incepted earlier than FIKAX: AIWEX (12 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 : 19.54 vs. FIKAX (-4.14). FIKAX (184.53) and AIWEX (181.51) have equivalent 5 years return.
AIWEXFIKAXAIWEX / FIKAX
Total Expense Ratio0.930.58160%
Annual Report Gross Expense Ratio1.210.58209%
Fund Existence12 years7 years-
Gain YTD13.2092.253586%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets133M942M14%
Annual Yield % from dividends0.941.0094%
Returns for 1 year19.54-4.14-472%
Returns for 3 years43.4223.37186%
Returns for 5 years181.51184.5398%
Returns for 10 years120.24N/A-
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 %
POSIX9.690.03
+0.31%
Principal Global Real Estate Sec Instl
ITHRX52.71-0.14
-0.26%
Hartford Capital Appreciation R3
HRCPX61.91-0.20
-0.32%
Carillon ClariVest Capital Apprec A
TLAFX12.29-0.05
-0.41%
Transamerica Large Core ESG R4
OEPSX53.13-1.01
-1.87%
Oil Equipment&Svcs UltraSector Pro Svc