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FIKAX vs ICWIX
FIKAX vs ICWIX Comparison Chart
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FIKAX 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 FIKAX is a Hold and ICWIX is a Hold.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 1.08B vs. ICWIX (114M). ICWIX pays higher dividends than FIKAX: ICWIX (1.49) vs FIKAX (0.99). 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 : -7.28 vs. FIKAX (-19.46). FIKAX return over 5 years is better than : 205.88 vs. ICWIX (146.08).
| 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 | -7.273 | -11.411 | 64% |
| Front Load | N/A | 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 | 0.99 | 1.49 | 66% |
| Returns for 1 year | -19.46 | -7.28 | 268% |
| Returns for 3 years | 12.90 | 9.07 | 142% |
| Returns for 5 years | 205.88 | 146.08 | 141% |
| Returns for 10 years | N/A | N/A | - |
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