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AIWEX vs FIKAX
AIWEX vs FIKAX Comparison Chart
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AIWEX vs. FIKAX commentary
Feb 22, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 1.14B vs. AIWEX (115M). AIWEX (2.08) and FIKAX (1.99) have matching dividends . AIWEX was incepted earlier than FIKAX: AIWEX (11 years) vs FIKAX (6 years). AIWEX is a more actively managed with annual turnover of: 166.00 vs. FIKAX (21.00). 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 : 18.52 vs. FIKAX (7.70). AIWEX return over 5 years is better than : 132.16 vs. FIKAX (117.04).
| AIWEX | FIKAX | AIWEX / FIKAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 4.900 | 6.351 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 1.14B | 10% |
| Annual Yield % from dividends | 2.08 | 1.99 | 105% |
| Returns for 1 year | 18.52 | 7.70 | 241% |
| Returns for 3 years | 45.08 | 49.86 | 90% |
| Returns for 5 years | 132.16 | 117.04 | 113% |
| Returns for 10 years | 85.25 | N/A | - |
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