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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
Jul 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FKRCX has more cash in the bank: 2.74B vs. EKWAX (1.07B). FKRCX pays higher dividends than EKWAX: FKRCX (11.95) vs EKWAX (1.33). 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 : 60.67 vs. EKWAX (48.88). EKWAX return over 5 years is better than : 167.20 vs. FKRCX (135.68).
| 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 | -12.422 | -13.026 | 95% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 2.74B | 39% |
| Annual Yield % from dividends | 1.33 | 11.95 | 11% |
| Returns for 1 year | 48.88 | 60.67 | 81% |
| Returns for 3 years | 177.12 | 199.12 | 89% |
| Returns for 5 years | 167.20 | 135.68 | 123% |
| Returns for 10 years | 186.43 | 185.00 | 101% |
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