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FIKAX vs IENIX
FIKAX vs IENIX Comparison Chart in %
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FIKAX vs. IENIX commentary
Jul 27, 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 FIKAX is a Buy and IENIX is a Buy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 931M vs. IENIX (426M). IENIX pays higher dividends than FIKAX: IENIX (3.83) vs FIKAX (1.03). FIKAX was incepted earlier than IENIX: FIKAX (7 years) vs IENIX (20 years). IENIX (0.92) is less costly to investors than FIKAX (0.58). FIKAX is a more actively managed with annual turnover of: 31.00 vs. IENIX (23.00). FIKAX has a lower initial minimum investment than IENIX: FIKAX (0) vs IENIX (1000000). IENIX annual gain was more profitable for investors over the last year : 4.26 vs. FIKAX (-4.38). FIKAX return over 5 years is better than : 197.58 vs. IENIX (187.27).
| FIKAX | IENIX | FIKAX / IENIX | |
| Total Expense Ratio | 0.58 | 0.92 | 63% |
| Annual Report Gross Expense Ratio | 0.58 | 0.92 | 63% |
| Fund Existence | 7 years | 20 years | - |
| Gain YTD | 3.583 | 6.971 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 426M | 219% |
| Annual Yield % from dividends | 1.03 | 3.83 | 27% |
| Returns for 1 year | -4.38 | 4.26 | -103% |
| Returns for 3 years | 31.30 | 36.62 | 85% |
| Returns for 5 years | 197.58 | 187.27 | 106% |
| Returns for 10 years | N/A | 32.89 | - |