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FIKAX vs MLOCX
FIKAX vs MLOCX Comparison Chart in %
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FIKAX vs. MLOCX commentary
Jul 18, 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: 931M vs. MLOCX (116M). MLOCX pays higher dividends than FIKAX: MLOCX (3.96) vs FIKAX (1.03). 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 : 5.78 vs. FIKAX (-6.98). FIKAX return over 5 years is better than : 200.15 vs. MLOCX (127.14).
| 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 | 2.124 | 4.655 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 116M | 803% |
| Annual Yield % from dividends | 1.03 | 3.96 | 26% |
| Returns for 1 year | -6.98 | 5.78 | -121% |
| Returns for 3 years | 35.76 | 35.88 | 100% |
| Returns for 5 years | 200.15 | 127.14 | 157% |
| Returns for 10 years | N/A | 31.46 | - |
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