ACWEX
Price
$16.53
Change
+$0.13 (+0.79%)
Updated
Sep 4 closing price
Net Assets
143.19M
FIKAX
Price
$49.28
Change
-$0.94 (-1.87%)
Updated
Sep 5 closing price
Net Assets
951.82M
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ACWEX vs FIKAX

Header iconACWEX vs FIKAX Comparison
Open Charts ACWEX vs FIKAXBanner chart's image
Cavanal Hill World Energy C
Price$16.53
Change+$0.13 (+0.79%)
VolumeN/A
Net Assets143.19M
Fidelity Advisor Energy Z
Price$49.28
Change-$0.94 (-1.87%)
VolumeN/A
Net Assets951.82M
ACWEX vs FIKAX Comparison Chart in %
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ACWEX vs. FIKAX commentary
Sep 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 ACWEX is a StrongBuy and FIKAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 952M vs. ACWEX (143M). FIKAX pays higher dividends than ACWEX: FIKAX (0.97) vs ACWEX (0.25). ACWEX was incepted earlier than FIKAX: ACWEX (12 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 : 28.63 vs. FIKAX (5.41). FIKAX return over 5 years is better than : 222.34 vs. ACWEX (191.30).
ACWEXFIKAXACWEX / FIKAX
Total Expense Ratio1.930.58333%
Annual Report Gross Expense Ratio2.210.58381%
Fund Existence12 years7 years-
Gain YTD15.7565.728275%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets143M952M15%
Annual Yield % from dividends0.250.9726%
Returns for 1 year28.635.41529%
Returns for 3 years41.0123.43175%
Returns for 5 years191.30222.3486%
Returns for 10 years112.97N/A-
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