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FANAX vs ICWIX
FANAX vs ICWIX Comparison Chart
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FANAX vs. ICWIX commentary
Jun 07, 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 FANAX is a Buy and ICWIX is a Buy.
FUNDAMENTALS
Fundamentals
FANAX has more cash in the bank: 897M vs. ICWIX (126M). ICWIX pays higher dividends than FANAX: ICWIX (1.47) vs FANAX (0.99). FANAX was incepted earlier than ICWIX: FANAX (29 years) vs ICWIX (9 years). ICWIX (1.10) is less costly to investors than FANAX (0.98). ICWIX is a more actively managed with annual turnover of: 50.88 vs. FANAX (31.00). FANAX has a lower initial minimum investment than ICWIX: FANAX (0) vs ICWIX (1000). ICWIX annual gain was more profitable for investors over the last year : 15.03 vs. FANAX (-8.92). FANAX (134.73) and ICWIX (132.72) have equivalent 5 years return.
| FANAX | ICWIX | FANAX / ICWIX | |
| Total Expense Ratio | 0.98 | 1.00 | 98% |
| Annual Report Gross Expense Ratio | 0.98 | 1.10 | 89% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | -3.645 | 5.996 | -61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 897M | 126M | 712% |
| Annual Yield % from dividends | 0.99 | 1.47 | 67% |
| Returns for 1 year | -8.92 | 15.03 | -59% |
| Returns for 3 years | -4.49 | 12.63 | -36% |
| Returns for 5 years | 134.73 | 132.72 | 102% |
| Returns for 10 years | 33.22 | N/A | - |
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