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FIKAX vs IENIX
FIKAX vs IENIX Comparison Chart in %
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FIKAX vs. IENIX commentary
Aug 16, 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 IENIX is a Buy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 942M vs. IENIX (417M). IENIX pays higher dividends than FIKAX: IENIX (3.76) vs FIKAX (1.00). FIKAX was incepted earlier than IENIX: FIKAX (7 years) vs IENIX (20 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 : 2.78 vs. FIKAX (-4.14). FIKAX (184.53) and IENIX (177.25) 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 | 20 years | - |
| Gain YTD | 2.253 | 5.719 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 942M | 417M | 226% |
| Annual Yield % from dividends | 1.00 | 3.76 | 27% |
| Returns for 1 year | -4.14 | 2.78 | -149% |
| Returns for 3 years | 23.37 | 26.96 | 87% |
| Returns for 5 years | 184.53 | 177.25 | 104% |
| Returns for 10 years | N/A | 32.84 | - |
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