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FIKAX vs MLOAX
FIKAX vs MLOAX Comparison Chart in %
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FIKAX vs. MLOAX commentary
Sep 01, 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 StrongBuy and MLOAX is a Buy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 942M vs. MLOAX (121M). MLOAX pays higher dividends than FIKAX: MLOAX (4.33) vs FIKAX (0.97). 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 : 8.47 vs. FIKAX (2.47). FIKAX return over 5 years is better than : 216.43 vs. MLOAX (135.92).
| 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 | 8.453 | 8.708 | 97% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 942M | 121M | 779% |
| Annual Yield % from dividends | 0.97 | 4.33 | 22% |
| Returns for 1 year | 2.47 | 8.47 | 29% |
| Returns for 3 years | 23.62 | 30.31 | 78% |
| Returns for 5 years | 216.43 | 135.92 | 159% |
| Returns for 10 years | N/A | 65.27 | - |
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