APWEX
Price
$16.50
Change
+$0.15 (+0.92%)
Updated
Jun 13 closing price
Net Assets
126.28M
FIKAX
Price
$48.56
Change
+$0.84 (+1.76%)
Updated
Jun 13 closing price
Net Assets
896.9M
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APWEX vs FIKAX

Header iconAPWEX vs FIKAX Comparison
Open Charts APWEX vs FIKAXBanner chart's image
Cavanal Hill World Energy Investor
Price$16.50
Change+$0.15 (+0.92%)
VolumeN/A
Net Assets126.28M
Fidelity Advisor Energy Z
Price$48.56
Change+$0.84 (+1.76%)
VolumeN/A
Net Assets896.9M
APWEX vs FIKAX Comparison Chart
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APWEX 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 APWEX is a Buy and FIKAX is a Buy.

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FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 897M vs. APWEX (126M). FIKAX pays higher dividends than APWEX: FIKAX (1.09) vs APWEX (0.89). APWEX was incepted earlier than FIKAX: APWEX (11 years) vs FIKAX (7 years). APWEX (1.46) is less costly to investors than FIKAX (0.58). APWEX is a more actively managed with annual turnover of: 161.00 vs. FIKAX (31.00). FIKAX has a lower initial minimum investment than APWEX: FIKAX (0) vs APWEX (100). APWEX annual gain was more profitable for investors over the last year : 20.83 vs. FIKAX (0.59). APWEX (196.29) and FIKAX (188.22) have equivalent 5 years return.
APWEXFIKAXAPWEX / FIKAX
Total Expense Ratio1.180.58203%
Annual Report Gross Expense Ratio1.460.58252%
Fund Existence11 years7 years-
Gain YTD14.0434.184336%
Front LoadN/AN/A-
Min. Initial Investment1000-
Min. Initial Investment IRAN/AN/A-
Net Assets126M897M14%
Annual Yield % from dividends0.891.0981%
Returns for 1 year20.830.593,508%
Returns for 3 years35.6115.22234%
Returns for 5 years196.29188.22104%
Returns for 10 years97.04N/A-
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