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FIKAX vs MLOCX
FIKAX vs MLOCX Comparison Chart in %
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FIKAX vs. MLOCX commentary
Aug 10, 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 MLOCX is a Buy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 942M vs. MLOCX (121M). MLOCX pays higher dividends than FIKAX: MLOCX (3.81) vs FIKAX (1.00). FIKAX was incepted earlier than MLOCX: FIKAX (7 years) vs MLOCX (12 years). MLOCX (2.30) is less costly to investors than FIKAX (0.58). MLOCX is a more actively managed with annual turnover of: 220.00 vs. FIKAX (31.00). FIKAX (0) and MLOCX (0) have matching initial minimum investment requirements. MLOCX annual gain was more profitable for investors over the last year : 6.65 vs. FIKAX (-2.35). FIKAX return over 5 years is better than : 192.21 vs. MLOCX (117.55).
| FIKAX | MLOCX | FIKAX / MLOCX | |
| Total Expense Ratio | 0.58 | 1.90 | 31% |
| Annual Report Gross Expense Ratio | 0.58 | 2.30 | 25% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 1.716 | 4.655 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 942M | 121M | 779% |
| Annual Yield % from dividends | 1.00 | 3.81 | 26% |
| Returns for 1 year | -2.35 | 6.65 | -35% |
| Returns for 3 years | 27.07 | 27.30 | 99% |
| Returns for 5 years | 192.21 | 117.55 | 164% |
| Returns for 10 years | N/A | 42.45 | - |
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