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FIKAX vs ICWIX
FIKAX vs ICWIX Comparison Chart
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FIKAX 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 FIKAX is a Buy and ICWIX is a Buy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 897M vs. ICWIX (126M). ICWIX pays higher dividends than FIKAX: ICWIX (1.47) vs FIKAX (1.09). FIKAX was incepted earlier than ICWIX: FIKAX (7 years) vs ICWIX (9 years). ICWIX (1.10) is less costly to investors than FIKAX (0.58). ICWIX is a more actively managed with annual turnover of: 50.88 vs. FIKAX (31.00). FIKAX has a lower initial minimum investment than ICWIX: FIKAX (0) vs ICWIX (1000). ICWIX annual gain was more profitable for investors over the last year : 15.03 vs. FIKAX (-8.56). FIKAX return over 5 years is better than : 139.75 vs. ICWIX (132.72).
| FIKAX | ICWIX | FIKAX / ICWIX | |
| Total Expense Ratio | 0.58 | 1.00 | 58% |
| Annual Report Gross Expense Ratio | 0.58 | 1.10 | 53% |
| Fund Existence | 7 years | 9 years | - |
| Gain YTD | -3.476 | 5.996 | -58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 897M | 126M | 712% |
| Annual Yield % from dividends | 1.09 | 1.47 | 74% |
| Returns for 1 year | -8.56 | 15.03 | -57% |
| Returns for 3 years | -3.35 | 12.63 | -27% |
| Returns for 5 years | 139.75 | 132.72 | 105% |
| Returns for 10 years | N/A | N/A | - |
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