APWEX
Price
$16.85
Change
+$0.02 (+0.12%)
Updated
Jul 25 closing price
Net Assets
131.3M
FIKAX
Price
$48.28
Change
-$0.16 (-0.33%)
Updated
Jul 25 closing price
Net Assets
930.78M
Interact to see
Advertisement

APWEX vs FIKAX

Header iconAPWEX vs FIKAX Comparison
Open Charts APWEX vs FIKAXBanner chart's image
Cavanal Hill World Energy Investor
Price$16.85
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets131.3M
Fidelity Advisor Energy Z
Price$48.28
Change-$0.16 (-0.33%)
VolumeN/A
Net Assets930.78M
APWEX vs FIKAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
APWEX vs. FIKAX commentary
Jul 28, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 931M vs. APWEX (131M). 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 : 20.06 vs. FIKAX (-4.38). FIKAX (197.58) and APWEX (196.34) have equivalent 5 years return.
APWEXFIKAXAPWEX / FIKAX
Total Expense Ratio1.180.58203%
Annual Report Gross Expense Ratio1.460.58252%
Fund Existence11 years7 years-
Gain YTD16.6613.583465%
Front LoadN/AN/A-
Min. Initial Investment1000-
Min. Initial Investment IRAN/AN/A-
Net Assets131M931M14%
Annual Yield % from dividends0.651.0363%
Returns for 1 year20.06-4.38-459%
Returns for 3 years55.4931.30177%
Returns for 5 years196.34197.5899%
Returns for 10 years120.48N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
WIGOX4.520.02
+0.44%
Wasatch Global Opportunities Instl
MCFOX5.540.01
+0.18%
BlackRock Large Cap Focus Growth Inv C
CHVCX13.650.02
+0.15%
Cullen High Dividend Equity C
MSFFX19.900.03
+0.15%
MFS Total Return R1
RIERX13.09-0.01
-0.08%
RBC International Equity R6