AIWEX
Price
$15.79
Change
+$0.16 (+1.02%)
Updated
Jan 17 closing price
Net Assets
111.56M
FIKAX
Price
$50.66
Change
+$0.34 (+0.68%)
Updated
Jan 17 closing price
Net Assets
1.12B
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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$15.79
Change+$0.16 (+1.02%)
VolumeN/A
Net Assets111.56M
Fidelity Advisor Energy Z
Price$50.66
Change+$0.34 (+0.68%)
VolumeN/A
Net Assets1.12B
AIWEX vs FIKAX Comparison Chart
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AIWEX vs. FIKAX commentary
Jan 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 StrongBuy and FIKAX is a Buy.

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FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 1.12B vs. AIWEX (112M). 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 : 29.03 vs. FIKAX (18.80). AIWEX return over 5 years is better than : 135.65 vs. FIKAX (99.26).
AIWEXFIKAXAIWEX / FIKAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years6 years-
Gain YTD8.9728.689103%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets112M1.12B10%
Annual Yield % from dividends2.081.99105%
Returns for 1 year29.0318.80154%
Returns for 3 years52.0759.4988%
Returns for 5 years135.6599.26137%
Returns for 10 years101.35N/A-
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