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FIKAX vs MLOCX
FIKAX vs MLOCX Comparison Chart in %
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FIKAX vs. MLOCX commentary
Oct 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 Hold.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 944M vs. MLOCX (126M). MLOCX pays higher dividends than FIKAX: MLOCX (3.67) vs FIKAX (0.96). 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 : 11.42 vs. FIKAX (3.07). FIKAX return over 5 years is better than : 268.73 vs. MLOCX (160.51).
| 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 | 9.311 | 13.565 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 944M | 126M | 749% |
| Annual Yield % from dividends | 0.96 | 3.67 | 26% |
| Returns for 1 year | 3.07 | 11.42 | 27% |
| Returns for 3 years | 24.37 | 46.70 | 52% |
| Returns for 5 years | 268.73 | 160.51 | 167% |
| Returns for 10 years | N/A | 65.53 | - |
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