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FIKAX vs MLORX
FIKAX vs MLORX Comparison Chart in %
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FIKAX vs. MLORX commentary
Jul 17, 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 MLORX is a Hold.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 931M vs. MLORX (116M). MLORX pays higher dividends than FIKAX: MLORX (4.41) vs FIKAX (1.03). FIKAX was incepted earlier than MLORX: FIKAX (7 years) vs MLORX (11 years). MLORX (1.80) is less costly to investors than FIKAX (0.58). MLORX is a more actively managed with annual turnover of: 220.00 vs. FIKAX (31.00). FIKAX (0) and MLORX (0) have matching initial minimum investment requirements. MLORX annual gain was more profitable for investors over the last year : 6.14 vs. FIKAX (-5.42). FIKAX return over 5 years is better than : 204.12 vs. MLORX (134.49).
| FIKAX | MLORX | FIKAX / MLORX | |
| Total Expense Ratio | 0.58 | 1.40 | 41% |
| Annual Report Gross Expense Ratio | 0.58 | 1.80 | 32% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | 3.476 | 5.735 | 61% |
| 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 | 4.41 | 23% |
| Returns for 1 year | -5.42 | 6.14 | -88% |
| Returns for 3 years | 40.90 | 40.89 | 100% |
| Returns for 5 years | 204.12 | 134.49 | 152% |
| Returns for 10 years | N/A | 36.47 | - |
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