ACWEX
Price
$16.13
Change
-$0.09 (-0.55%)
Updated
Jul 7 closing price
Net Assets
126.63M
FIKAX
Price
$48.43
Change
+$0.16 (+0.33%)
Updated
Jul 3 closing price
Net Assets
930.78M
Interact to see
Advertisement

ACWEX vs FIKAX

Header iconACWEX vs FIKAX Comparison
Open Charts ACWEX vs FIKAXBanner chart's image
Cavanal Hill World Energy C
Price$16.13
Change-$0.09 (-0.55%)
VolumeN/A
Net Assets126.63M
Fidelity Advisor Energy Z
Price$48.43
Change+$0.16 (+0.33%)
VolumeN/A
Net Assets930.78M
ACWEX vs FIKAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
ACWEX vs. FIKAX commentary
Jul 08, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 931M vs. ACWEX (127M). FIKAX pays higher dividends than ACWEX: FIKAX (1.03) vs ACWEX (0.25). 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 : 16.05 vs. FIKAX (-3.93). FIKAX return over 5 years is better than : 202.32 vs. ACWEX (192.20).
ACWEXFIKAXACWEX / FIKAX
Total Expense Ratio1.930.58333%
Annual Report Gross Expense Ratio2.210.58381%
Fund Existence11 years7 years-
Gain YTD13.5853.905348%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets127M931M14%
Annual Yield % from dividends0.251.0325%
Returns for 1 year16.05-3.93-409%
Returns for 3 years50.0332.70153%
Returns for 5 years192.20202.3295%
Returns for 10 years92.46N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
UGP3.380.08
+2.42%
Ultrapar Participacoes SA
ASPN6.460.12
+1.89%
Aspen Aerogels
ONTF5.500.08
+1.48%
ON24
AXP328.132.52
+0.77%
American Express Company
TURN4.010.02
+0.38%
180 Degree Capital Corp