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FANIX vs ICWIX
FANIX vs ICWIX Comparison Chart in %
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FANIX vs. ICWIX commentary
Nov 14, 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 FANIX is a Buy and ICWIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FANIX has more cash in the bank: 895M vs. ICWIX (149M). ICWIX pays higher dividends than FANIX: ICWIX (1.05) vs FANIX (0.91). FANIX was incepted earlier than ICWIX: FANIX (30 years) vs ICWIX (9 years). ICWIX (1.10) is less costly to investors than FANIX (0.71). ICWIX is a more actively managed with annual turnover of: 63.34 vs. FANIX (15.00). FANIX has a lower initial minimum investment than ICWIX: FANIX (0) vs ICWIX (1000). ICWIX annual gain was more profitable for investors over the last year : 18.86 vs. FANIX (4.16). FANIX return over 5 years is better than : 234.10 vs. ICWIX (197.56).
| FANIX | ICWIX | FANIX / ICWIX | |
| Total Expense Ratio | 0.71 | 1.00 | 71% |
| Annual Report Gross Expense Ratio | 0.71 | 1.10 | 65% |
| Fund Existence | 30 years | 9 years | - |
| Gain YTD | 10.349 | 22.380 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 895M | 149M | 601% |
| Annual Yield % from dividends | 0.91 | 1.05 | 87% |
| Returns for 1 year | 4.16 | 18.86 | 22% |
| Returns for 3 years | 8.79 | 31.62 | 28% |
| Returns for 5 years | 234.10 | 197.56 | 118% |
| Returns for 10 years | 81.79 | N/A | - |
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