APWEX
Price
$17.21
Change
+$0.15 (+0.88%)
Updated
Sep 15 closing price
Net Assets
146.73M
FIKAX
Price
$50.34
Change
-$0.02 (-0.04%)
Updated
Sep 15 closing price
Net Assets
951.82M
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APWEX vs FIKAX

Header iconAPWEX vs FIKAX Comparison
Open Charts APWEX vs FIKAXBanner chart's image
Cavanal Hill World Energy Investor
Price$17.21
Change+$0.15 (+0.88%)
VolumeN/A
Net Assets146.73M
Fidelity Advisor Energy Z
Price$50.34
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets951.82M
APWEX vs FIKAX Comparison Chart in %
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APWEX vs. FIKAX commentary
Sep 17, 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 APWEX is a Buy and FIKAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 952M vs. APWEX (147M). FIKAX pays higher dividends than APWEX: FIKAX (0.97) vs APWEX (0.64). APWEX was incepted earlier than FIKAX: APWEX (12 years) vs FIKAX (7 years). APWEX (1.46) is less costly to investors than FIKAX (0.58). APWEX is a more actively managed with annual turnover of: 161.00 vs. FIKAX (31.00). FIKAX has a lower initial minimum investment than APWEX: FIKAX (0) vs APWEX (100). APWEX annual gain was more profitable for investors over the last year : 31.31 vs. FIKAX (10.12). FIKAX return over 5 years is better than : 239.09 vs. APWEX (211.13).
APWEXFIKAXAPWEX / FIKAX
Total Expense Ratio1.180.58203%
Annual Report Gross Expense Ratio1.460.58252%
Fund Existence12 years7 years-
Gain YTD18.1158.045225%
Front LoadN/AN/A-
Min. Initial Investment1000-
Min. Initial Investment IRAN/AN/A-
Net Assets147M952M15%
Annual Yield % from dividends0.640.9766%
Returns for 1 year31.3110.12309%
Returns for 3 years45.5327.10168%
Returns for 5 years211.13239.0988%
Returns for 10 years136.39N/A-
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