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FIKAX vs MLOZX
FIKAX vs MLOZX Comparison Chart
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FIKAX vs. MLOZX commentary
May 22, 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 MLOZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 892M vs. MLOZX (109M). MLOZX pays higher dividends than FIKAX: MLOZX (6.43) vs FIKAX (1.14). FIKAX was incepted earlier than MLOZX: FIKAX (7 years) vs MLOZX (11 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 : 0.01 vs. FIKAX (-11.72). FIKAX return over 5 years is better than : 182.24 vs. MLOZX (123.24).
| 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 | 11 years | - |
| Gain YTD | -2.403 | -0.343 | 701% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 892M | 109M | 818% |
| Annual Yield % from dividends | 1.14 | 6.43 | 18% |
| Returns for 1 year | -11.72 | 0.01 | -169,287% |
| Returns for 3 years | 12.39 | 23.34 | 53% |
| Returns for 5 years | 182.24 | 123.24 | 148% |
| Returns for 10 years | N/A | 22.42 | - |
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