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EKWAX vs FKRCX
EKWAX vs FKRCX Comparison
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EKWAX vs FKRCX Comparison Chart in %
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EKWAX vs. FKRCX commentary
Aug 29, 2026
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 EKWAX is a Buy and FKRCX is a Buy.
FUNDAMENTALS
Fundamentals
FKRCX has more cash in the bank: 3.73B vs. EKWAX (1.48B). FKRCX pays higher dividends than EKWAX: FKRCX (12.26) vs EKWAX (1.36). EKWAX was incepted earlier than FKRCX: EKWAX (29 years) vs FKRCX (57 years). EKWAX (1.16) is less costly to investors than FKRCX (0.87). FKRCX is a more actively managed with annual turnover of: 22.76 vs. EKWAX (8.00). EKWAX (6%) and FKRCX (6%) have equivalent initial investment costs. EKWAX (1000) and FKRCX (1000) have matching initial minimum investment requirements. FKRCX annual gain was more profitable for investors over the last year : 88.67 vs. EKWAX (74.22). EKWAX return over 5 years is better than : 291.87 vs. FKRCX (244.67).
| EKWAX | FKRCX | EKWAX / FKRCX | |
| Total Expense Ratio | 1.09 | 0.87 | 125% |
| Annual Report Gross Expense Ratio | 1.16 | 0.87 | 133% |
| Fund Existence | 29 years | 57 years | - |
| Gain YTD | 21.458 | 20.373 | 105% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 3.73B | 40% |
| Annual Yield % from dividends | 1.36 | 12.26 | 11% |
| Returns for 1 year | 74.22 | 88.67 | 84% |
| Returns for 3 years | 305.30 | 337.07 | 91% |
| Returns for 5 years | 291.87 | 244.67 | 119% |
| Returns for 10 years | 361.03 | 349.88 | 103% |
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