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APWEX vs FIKAX
APWEX vs FIKAX Comparison Chart in %
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APWEX vs. FIKAX commentary
Jul 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 APWEX is a Hold and FIKAX is a Buy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 931M vs. APWEX (129M). FIKAX pays higher dividends than APWEX: FIKAX (1.03) vs APWEX (0.65). APWEX was incepted earlier than FIKAX: APWEX (11 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 : 16.21 vs. FIKAX (-6.59). FIKAX (201.41) and APWEX (198.85) have equivalent 5 years return.
| APWEX | FIKAX | APWEX / FIKAX | |
| Total Expense Ratio | 1.18 | 0.58 | 203% |
| Annual Report Gross Expense Ratio | 1.46 | 0.58 | 252% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 15.553 | 2.553 | 609% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129M | 931M | 14% |
| Annual Yield % from dividends | 0.65 | 1.03 | 63% |
| Returns for 1 year | 16.21 | -6.59 | -246% |
| Returns for 3 years | 59.62 | 36.34 | 164% |
| Returns for 5 years | 198.85 | 201.41 | 99% |
| Returns for 10 years | 114.73 | N/A | - |
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