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FIKAX vs MLOAX
FIKAX vs MLOAX Comparison Chart in %
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FIKAX vs. MLOAX commentary
Jun 28, 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 MLOAX is a Buy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 897M vs. MLOAX (117M). MLOAX pays higher dividends than FIKAX: MLOAX (4.97) vs FIKAX (1.09). FIKAX was incepted earlier than MLOAX: FIKAX (7 years) vs MLOAX (12 years). MLOAX (1.65) is less costly to investors than FIKAX (0.58). MLOAX is a more actively managed with annual turnover of: 220.00 vs. FIKAX (31.00). FIKAX (0) and MLOAX (0) have matching initial minimum investment requirements. MLOAX annual gain was more profitable for investors over the last year : 4.71 vs. FIKAX (-5.32). FIKAX return over 5 years is better than : 201.64 vs. MLOAX (135.53).
| FIKAX | MLOAX | FIKAX / MLOAX | |
| Total Expense Ratio | 0.58 | 1.25 | 46% |
| Annual Report Gross Expense Ratio | 0.58 | 1.65 | 35% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 0.729 | 2.321 | 31% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 897M | 117M | 767% |
| Annual Yield % from dividends | 1.09 | 4.97 | 22% |
| Returns for 1 year | -5.32 | 4.71 | -113% |
| Returns for 3 years | 25.74 | 34.07 | 76% |
| Returns for 5 years | 201.64 | 135.53 | 149% |
| Returns for 10 years | N/A | 29.61 | - |
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