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FIKAX vs IVEIX
FIKAX vs IVEIX Comparison Chart
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FIKAX vs. IVEIX commentary
Dec 19, 2024
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 Sell and IVEIX is a Hold.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 1.24B vs. IVEIX (113M). IVEIX pays higher dividends than FIKAX: IVEIX (2.74) vs FIKAX (1.99). FIKAX was incepted earlier than IVEIX: FIKAX (6 years) vs IVEIX (18 years). IVEIX is a more actively managed with annual turnover of: 108.00 vs. FIKAX (21.00). FIKAX (0) and IVEIX (0) have matching initial minimum investment requirements. FIKAX annual gain was more profitable for investors over the last year : 3.63 vs. IVEIX (0.51). FIKAX return over 5 years is better than : 78.78 vs. IVEIX (18.82).
| FIKAX | IVEIX | FIKAX / IVEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 18 years | - |
| Gain YTD | 3.630 | -1.451 | -250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 113M | 1,099% |
| Annual Yield % from dividends | 1.99 | 2.74 | 73% |
| Returns for 1 year | 3.63 | 0.51 | 707% |
| Returns for 3 years | 77.81 | 37.27 | 209% |
| Returns for 5 years | 78.78 | 18.82 | 419% |
| Returns for 10 years | N/A | -28.77 | - |