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FIKAX vs IENIX
FIKAX vs IENIX Comparison Chart
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FIKAX vs. IENIX commentary
May 13, 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 IENIX is a Buy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 892M vs. IENIX (403M). IENIX pays higher dividends than FIKAX: IENIX (4.18) vs FIKAX (1.14). 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 (28.00). 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 : -5.87 vs. FIKAX (-12.92). FIKAX (200.59) and IENIX (192.42) have equivalent 5 years return.
| 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 | -4.162 | -1.117 | 373% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 892M | 403M | 221% |
| Annual Yield % from dividends | 1.14 | 4.18 | 27% |
| Returns for 1 year | -12.92 | -5.87 | 220% |
| Returns for 3 years | 12.36 | 15.56 | 79% |
| Returns for 5 years | 200.59 | 192.42 | 104% |
| Returns for 10 years | N/A | -0.42 | - |
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