Interact to see
Advertisement
Advertisement
FIKAX vs IENIX
FIKAX vs IENIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIKAX vs. IENIX commentary
Jul 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 FIKAX is a StrongBuy and IENIX is a Buy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 931M vs. IENIX (437M). IENIX pays higher dividends than FIKAX: IENIX (3.83) vs FIKAX (1.03). FIKAX was incepted earlier than IENIX: FIKAX (7 years) vs IENIX (19 years). IENIX (0.92) is less costly to investors than FIKAX (0.58). FIKAX is a more actively managed with annual turnover of: 31.00 vs. IENIX (23.00). FIKAX has a lower initial minimum investment than IENIX: FIKAX (0) vs IENIX (1000000). IENIX annual gain was more profitable for investors over the last year : 6.71 vs. FIKAX (-0.99). FIKAX return over 5 years is better than : 206.13 vs. IENIX (194.00).
| FIKAX | IENIX | FIKAX / IENIX | |
| Total Expense Ratio | 0.58 | 0.92 | 63% |
| Annual Report Gross Expense Ratio | 0.58 | 0.92 | 63% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 6.093 | 9.205 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 437M | 213% |
| Annual Yield % from dividends | 1.03 | 3.83 | 27% |
| Returns for 1 year | -0.99 | 6.71 | -15% |
| Returns for 3 years | 44.47 | 49.31 | 90% |
| Returns for 5 years | 206.13 | 194.00 | 106% |
| Returns for 10 years | N/A | 29.72 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NQP | 11.09 | 0.04 | +0.36% |
| Nuveen Pennsylvania Quality Municipal Income Fund | |||
| PRCS | 25.71 | 0.03 | +0.12% |
| Parnassus Core Select ETF | |||
| UST | 42.26 | 0.03 | +0.08% |
| ProShares Ultra 7-10 Year Treasury | |||
| RECS | 37.18 | N/A | N/A |
| Columbia Research Enhanced Core ETF | |||
| FYT | 52.71 | -0.24 | -0.45% |
| First Trust Small Cap Val AlphaDEX® ETF | |||