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AIWEX vs FIKAX
AIWEX vs FIKAX Comparison Chart in %
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AIWEX vs. FIKAX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 944M vs. AIWEX (159M). FIKAX pays higher dividends than AIWEX: FIKAX (0.96) vs AIWEX (0.71). 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 : 26.29 vs. FIKAX (0.23). FIKAX return over 5 years is better than : 264.04 vs. AIWEX (232.59).
| AIWEX | FIKAX | AIWEX / FIKAX | |
| Total Expense Ratio | 0.93 | 0.58 | 160% |
| Annual Report Gross Expense Ratio | 1.21 | 0.58 | 209% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 24.896 | 9.311 | 267% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159M | 944M | 17% |
| Annual Yield % from dividends | 0.71 | 0.96 | 74% |
| Returns for 1 year | 26.29 | 0.23 | 11,662% |
| Returns for 3 years | 52.98 | 21.90 | 242% |
| Returns for 5 years | 232.59 | 264.04 | 88% |
| Returns for 10 years | 140.72 | N/A | - |
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