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AIWEX vs FIKAX
AIWEX vs FIKAX Comparison Chart
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AIWEX 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 AIWEX is a Buy and FIKAX is a Buy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 897M vs. AIWEX (126M). FIKAX (1.09) and AIWEX (1.07) have matching dividends . AIWEX was incepted earlier than FIKAX: AIWEX (11 years) vs FIKAX (7 years). AIWEX (1.21) is less costly to investors than FIKAX (0.58). AIWEX is a more actively managed with annual turnover of: 161.00 vs. FIKAX (31.00). FIKAX has a lower initial minimum investment than AIWEX: FIKAX (0) vs AIWEX (1000). AIWEX annual gain was more profitable for investors over the last year : 21.20 vs. FIKAX (0.59). AIWEX return over 5 years is better than : 200.22 vs. FIKAX (188.22).
| AIWEX | FIKAX | AIWEX / FIKAX | |
| Total Expense Ratio | 0.93 | 0.58 | 160% |
| Annual Report Gross Expense Ratio | 1.21 | 0.58 | 209% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 14.252 | 4.184 | 341% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 897M | 14% |
| Annual Yield % from dividends | 1.07 | 1.09 | 98% |
| Returns for 1 year | 21.20 | 0.59 | 3,570% |
| Returns for 3 years | 36.61 | 15.22 | 241% |
| Returns for 5 years | 200.22 | 188.22 | 106% |
| Returns for 10 years | 102.69 | N/A | - |
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