APWEX
Price
$16.33
Change
-$0.12 (-0.73%)
Updated
Aug 15 closing price
Net Assets
133.48M
FIKAX
Price
$47.53
Change
-$0.13 (-0.27%)
Updated
Aug 15 closing price
Net Assets
942.06M
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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$16.33
Change-$0.12 (-0.73%)
VolumeN/A
Net Assets133.48M
Fidelity Advisor Energy Z
Price$47.53
Change-$0.13 (-0.27%)
VolumeN/A
Net Assets942.06M
APWEX vs FIKAX Comparison Chart in %
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APWEX vs. FIKAX commentary
Aug 18, 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 Hold and FIKAX is a Hold.

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FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 942M vs. APWEX (133M). FIKAX pays higher dividends than APWEX: FIKAX (1.00) vs APWEX (0.64). APWEX was incepted earlier than FIKAX: APWEX (12 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 : 19.22 vs. FIKAX (-4.40). FIKAX (183.75) and APWEX (178.18) have equivalent 5 years return.
APWEXFIKAXAPWEX / FIKAX
Total Expense Ratio1.180.58203%
Annual Report Gross Expense Ratio1.460.58252%
Fund Existence12 years7 years-
Gain YTD13.0611.974662%
Front LoadN/AN/A-
Min. Initial Investment1000-
Min. Initial Investment IRAN/AN/A-
Net Assets133M942M14%
Annual Yield % from dividends0.641.0064%
Returns for 1 year19.22-4.40-437%
Returns for 3 years42.4323.03184%
Returns for 5 years178.18183.7597%
Returns for 10 years114.41N/A-
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