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AIWEX vs FIKAX
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.
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.
| 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 | 14.180 | 3.905 | 363% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 931M | 14% |
| Annual Yield % from dividends | 0.96 | 1.03 | 93% |
| Returns for 1 year | 17.17 | -3.93 | -437% |
| Returns for 3 years | 54.52 | 32.70 | 167% |
| Returns for 5 years | 207.58 | 202.32 | 103% |
| Returns for 10 years | 112.92 | N/A | - |
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