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ACWEX vs FIKAX
ACWEX vs FIKAX Comparison Chart
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ACWEX vs. FIKAX commentary
Jun 16, 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 ACWEX is a Buy and FIKAX is a Buy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 897M vs. ACWEX (126M). FIKAX pays higher dividends than ACWEX: FIKAX (1.09) vs ACWEX (0.48). ACWEX was incepted earlier than FIKAX: ACWEX (11 years) vs FIKAX (7 years). ACWEX (2.21) is less costly to investors than FIKAX (0.58). ACWEX is a more actively managed with annual turnover of: 161.00 vs. FIKAX (31.00). ACWEX (0) and FIKAX (0) have matching initial minimum investment requirements. ACWEX annual gain was more profitable for investors over the last year : 19.97 vs. FIKAX (0.59). FIKAX (188.22) and ACWEX (185.40) have equivalent 5 years return.
| ACWEX | FIKAX | ACWEX / FIKAX | |
| Total Expense Ratio | 1.93 | 0.58 | 333% |
| Annual Report Gross Expense Ratio | 2.21 | 0.58 | 381% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 13.655 | 4.184 | 326% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 897M | 14% |
| Annual Yield % from dividends | 0.48 | 1.09 | 44% |
| Returns for 1 year | 19.97 | 0.59 | 3,362% |
| Returns for 3 years | 32.62 | 15.22 | 214% |
| Returns for 5 years | 185.40 | 188.22 | 99% |
| Returns for 10 years | 83.13 | N/A | - |
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