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EKWAX vs FKRCX
EKWAX vs FKRCX Comparison
Open Charts EKWAX vs FKRCX
EKWAX vs FKRCX Comparison Chart in %
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EKWAX vs. FKRCX commentary
Sep 21, 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 Hold and FKRCX is a Hold.
FUNDAMENTALS
Fundamentals
FKRCX has more cash in the bank: 3.38B vs. EKWAX (1.32B). FKRCX pays higher dividends than EKWAX: FKRCX (9.31) vs EKWAX (1.03). EKWAX was incepted earlier than FKRCX: EKWAX (29 years) vs FKRCX (57 years). EKWAX (1.09) 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 : 55.03 vs. EKWAX (45.45). EKWAX return over 5 years is better than : 285.51 vs. FKRCX (242.54).
| EKWAX | FKRCX | EKWAX / FKRCX | |
| Total Expense Ratio | 1.09 | 0.87 | 125% |
| Annual Report Gross Expense Ratio | 1.09 | 0.87 | 125% |
| Fund Existence | 29 years | 57 years | - |
| Gain YTD | 12.621 | 13.264 | 95% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 3.38B | 39% |
| Annual Yield % from dividends | 1.03 | 9.31 | 11% |
| Returns for 1 year | 45.45 | 55.03 | 83% |
| Returns for 3 years | 281.64 | 321.21 | 88% |
| Returns for 5 years | 285.51 | 242.54 | 118% |
| Returns for 10 years | 324.27 | 318.19 | 102% |
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