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AIWEX vs FIKAX
AIWEX vs FIKAX Comparison Chart in %
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AIWEX vs. FIKAX commentary
Nov 19, 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: 895M vs. AIWEX (170M). FIKAX pays higher dividends than AIWEX: FIKAX (0.97) vs AIWEX (0.70). 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 (15.00). 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 : 18.75 vs. FIKAX (5.21). FIKAX return over 5 years is better than : 225.78 vs. AIWEX (193.56).
| 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 | 23.088 | 13.028 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 895M | 19% |
| Annual Yield % from dividends | 0.70 | 0.97 | 72% |
| Returns for 1 year | 18.75 | 5.21 | 360% |
| Returns for 3 years | 38.56 | 14.13 | 273% |
| Returns for 5 years | 193.56 | 225.78 | 86% |
| Returns for 10 years | 146.14 | N/A | - |
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