FIKAX
Price
$45.93
Change
+$0.67 (+1.48%)
Updated
Jun 3 closing price
Net Assets
896.9M
IENAX
Price
$29.09
Change
+$0.27 (+0.94%)
Updated
Jun 3 closing price
Net Assets
409.69M
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FIKAX vs IENAX

Header iconFIKAX vs IENAX Comparison
Open Charts FIKAX vs IENAXBanner chart's image
Fidelity Advisor Energy Z
Price$45.93
Change+$0.67 (+1.48%)
VolumeN/A
Net Assets896.9M
Invesco Energy A
Price$29.09
Change+$0.27 (+0.94%)
VolumeN/A
Net Assets409.69M
FIKAX vs IENAX Comparison Chart
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FIKAX vs. IENAX commentary
Jun 04, 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 IENAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 897M vs. IENAX (410M). IENAX pays higher dividends than FIKAX: IENAX (4.04) vs FIKAX (1.09). FIKAX was incepted earlier than IENAX: FIKAX (7 years) vs IENAX (23 years). IENAX (1.27) is less costly to investors than FIKAX (0.58). FIKAX is a more actively managed with annual turnover of: 31.00 vs. IENAX (28.00). FIKAX has a lower initial minimum investment than IENAX: FIKAX (0) vs IENAX (1000). IENAX annual gain was more profitable for investors over the last year : -2.02 vs. FIKAX (-8.82). FIKAX return over 5 years is better than : 158.90 vs. IENAX (145.09).
FIKAXIENAXFIKAX / IENAX
Total Expense Ratio0.581.2746%
Annual Report Gross Expense Ratio0.581.2746%
Fund Existence7 years23 years-
Gain YTD-2.8960.946-306%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets897M410M219%
Annual Yield % from dividends1.094.0427%
Returns for 1 year-8.82-2.02437%
Returns for 3 years0.584.7912%
Returns for 5 years158.90145.09110%
Returns for 10 yearsN/A2.21-
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