APWEX
Price
$14.56
Change
-$0.51 (-3.38%)
Updated
Feb 21 closing price
Net Assets
114.76M
FIKAX
Price
$48.53
Change
-$1.38 (-2.76%)
Updated
Feb 21 closing price
Net Assets
1.14B
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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$14.56
Change-$0.51 (-3.38%)
VolumeN/A
Net Assets114.76M
Fidelity Advisor Energy Z
Price$48.53
Change-$1.38 (-2.76%)
VolumeN/A
Net Assets1.14B
APWEX vs FIKAX Comparison Chart
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APWEX vs. FIKAX commentary
Feb 23, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 1.14B vs. APWEX (115M). FIKAX pays higher dividends than APWEX: FIKAX (1.99) vs APWEX (1.85). APWEX was incepted earlier than FIKAX: APWEX (11 years) vs FIKAX (6 years). APWEX is a more actively managed with annual turnover of: 166.00 vs. FIKAX (21.00). 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 : 18.24 vs. FIKAX (7.70). APWEX return over 5 years is better than : 129.25 vs. FIKAX (117.04).
APWEXFIKAXAPWEX / FIKAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years6 years-
Gain YTD4.8346.35176%
Front LoadN/AN/A-
Min. Initial Investment1000-
Min. Initial Investment IRAN/AN/A-
Net Assets115M1.14B10%
Annual Yield % from dividends1.851.9993%
Returns for 1 year18.247.70237%
Returns for 3 years44.0249.8688%
Returns for 5 years129.25117.04110%
Returns for 10 years80.22N/A-
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