Ad is loading...
FANAX vs ICWIX
FANAX vs ICWIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FANAX vs. ICWIX commentary
Apr 11, 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: 1.08B vs. ICWIX (114M). ICWIX pays higher dividends than FANAX: ICWIX (1.49) vs FANAX (0.90). 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 : -7.28 vs. FANAX (-19.78). FANAX return over 5 years is better than : 199.64 vs. ICWIX (146.08).
| 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 | -7.380 | -11.411 | 65% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 114M | 943% |
| Annual Yield % from dividends | 0.90 | 1.49 | 60% |
| Returns for 1 year | -19.78 | -7.28 | 272% |
| Returns for 3 years | 11.54 | 9.07 | 127% |
| Returns for 5 years | 199.64 | 146.08 | 137% |
| Returns for 10 years | 25.49 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MCH | 21.27 | -0.11 | -0.53% |
| Matthews China Active ETF | |||
| DFIC | 26.30 | -0.33 | -1.24% |
| Dimensional International Core Eq 2 ETF | |||
| TPHD | 34.20 | -0.84 | -2.39% |
| Timothy Plan High Dividend Stock ETF | |||
| FSEP | 42.58 | -1.15 | -2.63% |
| FT Vest US Equity Buffer ETF Sep | |||
| GLU | 14.51 | -0.65 | -4.29% |
| Gabelli Utility & Income Trust (The) | |||