APWEX
Price
$16.47
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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APWEX vs FIKAX

Header iconAPWEX vs FIKAX Comparison
Open Charts APWEX vs FIKAXBanner chart's image
Cavanal Hill World Energy Investor
Price$16.47
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
APWEX vs FIKAX Comparison Chart in %
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APWEX 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 APWEX is a Buy and FIKAX is a Buy.

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FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 931M vs. APWEX (127M). FIKAX pays higher dividends than APWEX: FIKAX (1.03) vs APWEX (0.65). 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 : 16.86 vs. FIKAX (-3.93). APWEX (203.42) and FIKAX (202.32) have equivalent 5 years return.
APWEXFIKAXAPWEX / FIKAX
Total Expense Ratio1.180.58203%
Annual Report Gross Expense Ratio1.460.58252%
Fund Existence11 years7 years-
Gain YTD14.0303.905359%
Front LoadN/AN/A-
Min. Initial Investment1000-
Min. Initial Investment IRAN/AN/A-
Net Assets127M931M14%
Annual Yield % from dividends0.651.0363%
Returns for 1 year16.86-3.93-429%
Returns for 3 years53.4632.70164%
Returns for 5 years203.42202.32101%
Returns for 10 years107.27N/A-
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