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FANAX vs ICWIX
FANAX vs ICWIX Comparison Chart in %
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FANAX vs. ICWIX commentary
Aug 08, 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: 942M vs. ICWIX (133M). ICWIX pays higher dividends than FANAX: ICWIX (1.32) vs FANAX (0.91). 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 : 20.31 vs. FANAX (-0.26). FANAX return over 5 years is better than : 186.64 vs. ICWIX (155.84).
| 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 | 1.663 | 9.311 | 18% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 942M | 133M | 708% |
| Annual Yield % from dividends | 0.91 | 1.32 | 69% |
| Returns for 1 year | -0.26 | 20.31 | -1% |
| Returns for 3 years | 27.96 | 37.92 | 74% |
| Returns for 5 years | 186.64 | 155.84 | 120% |
| Returns for 10 years | 58.30 | N/A | - |
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