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FIKAX vs MLOZX
FIKAX vs MLOZX Comparison Chart
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FIKAX vs. MLOZX commentary
Mar 06, 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 Hold.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 1.09B vs. MLOZX (126M). MLOZX pays higher dividends than FIKAX: MLOZX (8.11) vs FIKAX (1.99). FIKAX was incepted earlier than MLOZX: FIKAX (6 years) vs MLOZX (11 years). MLOZX is a more actively managed with annual turnover of: 74.00 vs. FIKAX (21.00). FIKAX (0) and MLOZX (0) have matching initial minimum investment requirements. MLOZX annual gain was more profitable for investors over the last year : 3.23 vs. FIKAX (-2.70). FIKAX return over 5 years is better than : 155.47 vs. MLOZX (89.41).
| FIKAX | MLOZX | FIKAX / MLOZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | -2.424 | -4.281 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 126M | 865% |
| Annual Yield % from dividends | 1.99 | 8.11 | 25% |
| Returns for 1 year | -2.70 | 3.23 | -83% |
| Returns for 3 years | 23.65 | 24.39 | 97% |
| Returns for 5 years | 155.47 | 89.41 | 174% |
| Returns for 10 years | N/A | 23.42 | - |
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