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FIKAX vs IVEIX
FIKAX vs IVEIX Comparison Chart in %
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FIKAX vs. IVEIX commentary
Aug 18, 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 StrongBuy and IVEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 942M vs. IVEIX (98.2M). IVEIX pays higher dividends than FIKAX: IVEIX (1.22) vs FIKAX (1.00). FIKAX was incepted earlier than IVEIX: FIKAX (7 years) vs IVEIX (18 years). IVEIX (1.18) is less costly to investors than FIKAX (0.58). FIKAX is a more actively managed with annual turnover of: 31.00 vs. IVEIX (20.00). FIKAX (0) and IVEIX (0) have matching initial minimum investment requirements. IVEIX annual gain was more profitable for investors over the last year : 1.16 vs. FIKAX (-4.40). FIKAX return over 5 years is better than : 183.75 vs. IVEIX (126.38).
| FIKAX | IVEIX | FIKAX / IVEIX | |
| Total Expense Ratio | 0.58 | 0.99 | 59% |
| Annual Report Gross Expense Ratio | 0.58 | 1.18 | 49% |
| Fund Existence | 7 years | 18 years | - |
| Gain YTD | 1.974 | 8.297 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 942M | 98.2M | 959% |
| Annual Yield % from dividends | 1.00 | 1.22 | 82% |
| Returns for 1 year | -4.40 | 1.16 | -380% |
| Returns for 3 years | 23.03 | -5.20 | -443% |
| Returns for 5 years | 183.75 | 126.38 | 145% |
| Returns for 10 years | N/A | -16.87 | - |
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