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FIKAX vs MLOZX
FIKAX vs MLOZX Comparison Chart in %
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FIKAX vs. MLOZX commentary
Jul 09, 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 MLOZX is a Buy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 931M vs. MLOZX (116M). MLOZX pays higher dividends than FIKAX: MLOZX (4.90) vs FIKAX (1.03). FIKAX was incepted earlier than MLOZX: FIKAX (7 years) vs MLOZX (12 years). MLOZX (1.30) is less costly to investors than FIKAX (0.58). MLOZX is a more actively managed with annual turnover of: 220.00 vs. FIKAX (31.00). FIKAX (0) and MLOZX (0) have matching initial minimum investment requirements. MLOZX annual gain was more profitable for investors over the last year : 8.81 vs. FIKAX (-2.70). FIKAX return over 5 years is better than : 220.83 vs. MLOZX (150.75).
| FIKAX | MLOZX | FIKAX / MLOZX | |
| Total Expense Ratio | 0.58 | 0.90 | 64% |
| Annual Report Gross Expense Ratio | 0.58 | 1.30 | 45% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 3.025 | 5.398 | 56% |
| 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 | 4.90 | 21% |
| Returns for 1 year | -2.70 | 8.81 | -31% |
| Returns for 3 years | 35.54 | 40.66 | 87% |
| Returns for 5 years | 220.83 | 150.75 | 146% |
| Returns for 10 years | N/A | 41.14 | - |
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