AAWEX
Price
$16.42
Change
+$0.05 (+0.31%)
Updated
Jul 3 closing price
Net Assets
126.63M
FIKAX
Price
$48.43
Change
+$0.16 (+0.33%)
Updated
Jul 3 closing price
Net Assets
930.78M
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AAWEX vs FIKAX

Header iconAAWEX vs FIKAX Comparison
Open Charts AAWEX vs FIKAXBanner chart's image
Cavanal Hill World Energy A
Price$16.42
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets126.63M
Fidelity Advisor Energy Z
Price$48.43
Change+$0.16 (+0.33%)
VolumeN/A
Net Assets930.78M
AAWEX vs FIKAX Comparison Chart in %
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AAWEX vs. FIKAX commentary
Jul 07, 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 AAWEX is a Buy and FIKAX is a Buy.

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FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 931M vs. AAWEX (127M). FIKAX pays higher dividends than AAWEX: FIKAX (1.03) vs AAWEX (0.71). AAWEX was incepted earlier than FIKAX: AAWEX (11 years) vs FIKAX (7 years). AAWEX (1.31) is less costly to investors than FIKAX (0.58). AAWEX is a more actively managed with annual turnover of: 161.00 vs. FIKAX (31.00). AAWEX (0) and FIKAX (0) have matching initial minimum investment requirements. AAWEX annual gain was more profitable for investors over the last year : 16.90 vs. FIKAX (-3.93). AAWEX (203.51) and FIKAX (202.32) have equivalent 5 years return.
AAWEXFIKAXAAWEX / FIKAX
Total Expense Ratio1.180.58203%
Annual Report Gross Expense Ratio1.310.58226%
Fund Existence11 years7 years-
Gain YTD14.0533.905360%
Front Load2%N/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets127M931M14%
Annual Yield % from dividends0.711.0368%
Returns for 1 year16.90-3.93-430%
Returns for 3 years53.4032.70163%
Returns for 5 years203.51202.32101%
Returns for 10 years107.31N/A-
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