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FANAX vs ICWIX
FANAX vs ICWIX Comparison Chart in %
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FANAX vs. ICWIX commentary
Jul 18, 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 Hold and ICWIX is a Hold.
FUNDAMENTALS
Fundamentals
FANAX has more cash in the bank: 931M vs. ICWIX (131M). ICWIX pays higher dividends than FANAX: ICWIX (1.36) vs FANAX (0.94). 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 : 10.19 vs. FANAX (-5.81). FANAX return over 5 years is better than : 197.80 vs. ICWIX (167.35).
| 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 | 3.235 | 7.062 | 46% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 131M | 711% |
| Annual Yield % from dividends | 0.94 | 1.36 | 69% |
| Returns for 1 year | -5.81 | 10.19 | -57% |
| Returns for 3 years | 39.23 | 52.05 | 75% |
| Returns for 5 years | 197.80 | 167.35 | 118% |
| Returns for 10 years | 56.74 | N/A | - |
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