AIWEX
Price
$16.46
Change
+$0.05 (+0.30%)
Updated
Jul 3 closing price
Net Assets
126.63M
FIKAX
Price
$48.43
Change
+$0.16 (+0.33%)
Updated
Jul 3 closing price
Net Assets
930.78M
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AIWEX vs FIKAX

Header iconAIWEX vs FIKAX Comparison
Open Charts AIWEX vs FIKAXBanner chart's image
Cavanal Hill World Energy Institutional
Price$16.46
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets126.63M
Fidelity Advisor Energy Z
Price$48.43
Change+$0.16 (+0.33%)
VolumeN/A
Net Assets930.78M
AIWEX vs FIKAX Comparison Chart in %
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AIWEX 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 AIWEX is a Buy and FIKAX is a Buy.

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FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 931M vs. AIWEX (127M). FIKAX pays higher dividends than AIWEX: FIKAX (1.03) vs AIWEX (0.96). 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 : 17.17 vs. FIKAX (-3.93). AIWEX (207.58) and FIKAX (202.32) have equivalent 5 years return.
AIWEXFIKAXAIWEX / FIKAX
Total Expense Ratio0.930.58160%
Annual Report Gross Expense Ratio1.210.58209%
Fund Existence11 years7 years-
Gain YTD14.1803.905363%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets127M931M14%
Annual Yield % from dividends0.961.0393%
Returns for 1 year17.17-3.93-437%
Returns for 3 years54.5232.70167%
Returns for 5 years207.58202.32103%
Returns for 10 years112.92N/A-
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