APWEX
Price
$17.96
Change
+$0.14 (+0.79%)
Updated
Oct 6 closing price
Net Assets
157.34M
FIKAX
Price
$50.95
Change
+$0.33 (+0.65%)
Updated
Oct 6 closing price
Net Assets
944.33M
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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$17.96
Change+$0.14 (+0.79%)
VolumeN/A
Net Assets157.34M
Fidelity Advisor Energy Z
Price$50.95
Change+$0.33 (+0.65%)
VolumeN/A
Net Assets944.33M
APWEX vs FIKAX Comparison Chart in %
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APWEX vs. FIKAX commentary
Oct 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 944M vs. APWEX (157M). FIKAX pays higher dividends than APWEX: FIKAX (0.96) vs APWEX (0.42). 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 : 25.43 vs. FIKAX (0.02). FIKAX return over 5 years is better than : 274.81 vs. APWEX (232.18).
APWEXFIKAXAPWEX / FIKAX
Total Expense Ratio1.180.58203%
Annual Report Gross Expense Ratio1.460.58252%
Fund Existence12 years7 years-
Gain YTD23.6158.603274%
Front LoadN/AN/A-
Min. Initial Investment1000-
Min. Initial Investment IRAN/AN/A-
Net Assets157M944M17%
Annual Yield % from dividends0.420.9644%
Returns for 1 year25.430.02106,208%
Returns for 3 years50.5421.11239%
Returns for 5 years232.18274.8184%
Returns for 10 years132.42N/A-
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