AIWEX
Price
$16.84
Change
+$0.02 (+0.12%)
Updated
Jul 25 closing price
Net Assets
131.3M
FIKAX
Price
$48.28
Change
-$0.16 (-0.33%)
Updated
Jul 25 closing price
Net Assets
930.78M
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AIWEX vs FIKAX

Header iconAIWEX vs FIKAX Comparison
Open Charts AIWEX vs FIKAXBanner chart's image
Cavanal Hill World Energy Institutional
Price$16.84
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets131.3M
Fidelity Advisor Energy Z
Price$48.28
Change-$0.16 (-0.33%)
VolumeN/A
Net Assets930.78M
AIWEX vs FIKAX Comparison Chart in %
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AIWEX vs. FIKAX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 931M vs. AIWEX (131M). 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 : 20.30 vs. FIKAX (-4.38). AIWEX (199.89) and FIKAX (197.58) have equivalent 5 years return.
AIWEXFIKAXAIWEX / FIKAX
Total Expense Ratio0.930.58160%
Annual Report Gross Expense Ratio1.210.58209%
Fund Existence11 years7 years-
Gain YTD16.8163.583469%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets131M931M14%
Annual Yield % from dividends0.961.0393%
Returns for 1 year20.30-4.38-464%
Returns for 3 years56.5631.30181%
Returns for 5 years199.89197.58101%
Returns for 10 years126.49N/A-
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