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FANIX vs MLOCX
FANIX vs MLOCX Comparison Chart in %
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FANIX vs. MLOCX 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 MLOCX is a Buy.
FUNDAMENTALS
Fundamentals
FANIX has more cash in the bank: 895M vs. MLOCX (122M). MLOCX pays higher dividends than FANIX: MLOCX (3.53) vs FANIX (0.91). FANIX was incepted earlier than MLOCX: FANIX (30 years) vs MLOCX (12 years). MLOCX (2.30) is less costly to investors than FANIX (0.71). MLOCX is a more actively managed with annual turnover of: 220.00 vs. FANIX (15.00). FANIX (0) and MLOCX (0) have matching initial minimum investment requirements. MLOCX annual gain was more profitable for investors over the last year : 17.32 vs. FANIX (4.16). FANIX return over 5 years is better than : 234.10 vs. MLOCX (163.01).
| FANIX | MLOCX | FANIX / MLOCX | |
| Total Expense Ratio | 0.71 | 1.90 | 37% |
| Annual Report Gross Expense Ratio | 0.71 | 2.30 | 31% |
| Fund Existence | 30 years | 12 years | - |
| Gain YTD | 10.349 | 19.574 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 895M | 122M | 734% |
| Annual Yield % from dividends | 0.91 | 3.53 | 26% |
| Returns for 1 year | 4.16 | 17.32 | 24% |
| Returns for 3 years | 8.79 | 39.39 | 22% |
| Returns for 5 years | 234.10 | 163.01 | 144% |
| Returns for 10 years | 81.79 | 100.43 | 81% |