Interact to see
Advertisement
Advertisement
AAWEX vs FIKAX
AAWEX vs FIKAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
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.
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.
| AAWEX | FIKAX | AAWEX / FIKAX | |
| Total Expense Ratio | 1.18 | 0.58 | 203% |
| Annual Report Gross Expense Ratio | 1.31 | 0.58 | 226% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 14.053 | 3.905 | 360% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 931M | 14% |
| Annual Yield % from dividends | 0.71 | 1.03 | 68% |
| Returns for 1 year | 16.90 | -3.93 | -430% |
| Returns for 3 years | 53.40 | 32.70 | 163% |
| Returns for 5 years | 203.51 | 202.32 | 101% |
| Returns for 10 years | 107.31 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FSEQX | 13.92 | 0.13 | +0.94% |
| Fidelity Advisor Sustainable U.S. Eq I | |||
| AGGIX | 12.65 | 0.11 | +0.88% |
| American Century Focused Global Gr I | |||
| FAVTX | 24.50 | 0.13 | +0.53% |
| Fidelity Advisor Equity Value M | |||
| LISIX | 16.10 | 0.03 | +0.19% |
| Lazard International Strategic Eq Instl | |||
| CIRRX | 17.79 | 0.03 | +0.17% |
| Cohen & Steers Real Estate Securities R | |||