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FIKAX vs MLOZX
FIKAX vs MLOZX Comparison Chart
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FIKAX vs. MLOZX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 897M vs. MLOZX (117M). MLOZX pays higher dividends than FIKAX: MLOZX (5.27) vs FIKAX (1.09). 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 : 6.97 vs. FIKAX (0.59). FIKAX return over 5 years is better than : 188.22 vs. MLOZX (134.31).
| 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 | 4.184 | 5.028 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 897M | 117M | 767% |
| Annual Yield % from dividends | 1.09 | 5.27 | 21% |
| Returns for 1 year | 0.59 | 6.97 | 9% |
| Returns for 3 years | 15.22 | 33.29 | 46% |
| Returns for 5 years | 188.22 | 134.31 | 140% |
| Returns for 10 years | N/A | 35.68 | - |
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