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FIKAX vs IVEIX
FIKAX vs IVEIX Comparison Chart
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FIKAX vs. IVEIX commentary
Mar 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 Buy and IVEIX is a Hold.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 1.09B vs. IVEIX (103M). IVEIX pays higher dividends than FIKAX: IVEIX (1.31) vs FIKAX (1.02). FIKAX was incepted earlier than IVEIX: FIKAX (6 years) vs IVEIX (18 years). IVEIX (1.18) is less costly to investors than FIKAX (0.58). FIKAX is a more actively managed with annual turnover of: 31.00 vs. IVEIX (13.00). FIKAX (0) and IVEIX (0) have matching initial minimum investment requirements. IVEIX annual gain was more profitable for investors over the last year : 0.61 vs. FIKAX (-3.86). FIKAX return over 5 years is better than : 229.95 vs. IVEIX (157.82).
| FIKAX | IVEIX | FIKAX / IVEIX | |
| Total Expense Ratio | 0.58 | 0.99 | 59% |
| Annual Report Gross Expense Ratio | 0.58 | 1.18 | 49% |
| Fund Existence | 6 years | 18 years | - |
| Gain YTD | -2.124 | -0.108 | 1,971% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 103M | 1,058% |
| Annual Yield % from dividends | 1.02 | 1.31 | 78% |
| Returns for 1 year | -3.86 | 0.61 | -637% |
| Returns for 3 years | 23.05 | 1.74 | 1,327% |
| Returns for 5 years | 229.95 | 157.82 | 146% |
| Returns for 10 years | N/A | -26.87 | - |
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