Interact to see
Advertisement
Advertisement
FANIX vs ICWIX
FANIX vs ICWIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FANIX vs. ICWIX commentary
Oct 15, 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 FANIX is a Hold and ICWIX is a Hold.
FUNDAMENTALS
Fundamentals
FANIX has more cash in the bank: 944M vs. ICWIX (143M). ICWIX pays higher dividends than FANIX: ICWIX (1.06) vs FANIX (0.90). FANIX was incepted earlier than ICWIX: FANIX (30 years) vs ICWIX (9 years). ICWIX (1.10) is less costly to investors than FANIX (0.71). ICWIX is a more actively managed with annual turnover of: 63.34 vs. FANIX (15.00). FANIX has a lower initial minimum investment than ICWIX: FANIX (0) vs ICWIX (1000). ICWIX annual gain was more profitable for investors over the last year : 17.87 vs. FANIX (-0.68). FANIX return over 5 years is better than : 256.81 vs. ICWIX (201.43).
| FANIX | ICWIX | FANIX / ICWIX | |
| Total Expense Ratio | 0.71 | 1.00 | 71% |
| Annual Report Gross Expense Ratio | 0.71 | 1.10 | 65% |
| Fund Existence | 30 years | 9 years | - |
| Gain YTD | 6.407 | 16.313 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 944M | 143M | 660% |
| Annual Yield % from dividends | 0.90 | 1.06 | 85% |
| Returns for 1 year | -0.68 | 17.87 | -4% |
| Returns for 3 years | 21.62 | 46.68 | 46% |
| Returns for 5 years | 256.81 | 201.43 | 127% |
| Returns for 10 years | 66.60 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement