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FIKAX vs IYEFX
FIKAX vs IYEFX Comparison Chart
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FIKAX vs. IYEFX commentary
May 09, 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 IYEFX is a Buy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 892M vs. IYEFX (94.9M). FIKAX pays higher dividends than IYEFX: FIKAX (1.14) vs IYEFX (0.99). FIKAX was incepted earlier than IYEFX: FIKAX (7 years) vs IYEFX (12 years). IYEFX (1.68) is less costly to investors than FIKAX (0.58). FIKAX is a more actively managed with annual turnover of: 31.00 vs. IYEFX (13.00). FIKAX (0) and IYEFX (0) have matching initial minimum investment requirements. IYEFX annual gain was more profitable for investors over the last year : -8.50 vs. FIKAX (-15.58). FIKAX return over 5 years is better than : 168.33 vs. IYEFX (117.71).
| FIKAX | IYEFX | FIKAX / IYEFX | |
| Total Expense Ratio | 0.58 | 1.49 | 39% |
| Annual Report Gross Expense Ratio | 0.58 | 1.68 | 35% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | -7.316 | -3.204 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 892M | 94.9M | 940% |
| Annual Yield % from dividends | 1.14 | 0.99 | 115% |
| Returns for 1 year | -15.58 | -8.50 | 183% |
| Returns for 3 years | 4.51 | -14.59 | -31% |
| Returns for 5 years | 168.33 | 117.71 | 143% |
| Returns for 10 years | N/A | -38.72 | - |
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