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EKWAX vs IOGYX
EKWAX vs IOGYX Comparison
Open Charts EKWAX vs IOGYX
EKWAX vs IOGYX Comparison Chart in %
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EKWAX vs. IOGYX commentary
Jun 19, 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 IOGYX is a Hold.
FUNDAMENTALS
Fundamentals
IOGYX has more cash in the bank: 3.85B vs. EKWAX (1.27B). EKWAX pays higher dividends than IOGYX: EKWAX (1.14) vs IOGYX (0.59). EKWAX was incepted earlier than IOGYX: EKWAX (28 years) vs IOGYX (7 years). EKWAX (1.17) is less costly to investors than IOGYX (0.73). IOGYX is a more actively managed with annual turnover of: 47.00 vs. EKWAX (14.00). EKWAX has a lower initial minimum investment than IOGYX: EKWAX (1000) vs IOGYX (1000000). EKWAX annual gain was more profitable for investors over the last year : 61.20 vs. IOGYX (55.84). EKWAX return over 5 years is better than : 211.11 vs. IOGYX (131.91).
| EKWAX | IOGYX | EKWAX / IOGYX | |
| Total Expense Ratio | 1.09 | 0.73 | 149% |
| Annual Report Gross Expense Ratio | 1.17 | 0.73 | 160% |
| Fund Existence | 28 years | 7 years | - |
| Gain YTD | -0.316 | 0.118 | -267% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 3.85B | 33% |
| Annual Yield % from dividends | 1.14 | 0.59 | 193% |
| Returns for 1 year | 61.20 | 55.84 | 110% |
| Returns for 3 years | 215.90 | 155.70 | 139% |
| Returns for 5 years | 211.11 | 131.91 | 160% |
| Returns for 10 years | 285.50 | N/A | - |
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