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FIKAX vs MLOZX
FIKAX vs MLOZX Comparison Chart in %
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FIKAX vs. MLOZX commentary
Oct 08, 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 Buy and MLOZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 944M vs. MLOZX (122M). MLOZX pays higher dividends than FIKAX: MLOZX (4.55) vs FIKAX (0.96). 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 : 11.57 vs. FIKAX (0.23). FIKAX return over 5 years is better than : 264.04 vs. MLOZX (172.74).
| 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 | 9.311 | 14.840 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 944M | 122M | 774% |
| Annual Yield % from dividends | 0.96 | 4.55 | 21% |
| Returns for 1 year | 0.23 | 11.57 | 2% |
| Returns for 3 years | 21.90 | 49.81 | 44% |
| Returns for 5 years | 264.04 | 172.74 | 153% |
| Returns for 10 years | N/A | 81.31 | - |