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FIKAX vs IYEFX
FIKAX vs IYEFX Comparison Chart in %
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FIKAX vs. IYEFX commentary
Sep 08, 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 IYEFX is a Buy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 952M vs. IYEFX (98.1M). FIKAX pays higher dividends than IYEFX: FIKAX (0.97) vs IYEFX (0.87). FIKAX was incepted earlier than IYEFX: FIKAX (7 years) vs IYEFX (13 years). IYEFX (1.68) is less costly to investors than FIKAX (0.58). FIKAX is a more actively managed with annual turnover of: 31.00 vs. IYEFX (20.00). FIKAX (0) and IYEFX (0) have matching initial minimum investment requirements. FIKAX annual gain was more profitable for investors over the last year : 5.41 vs. IYEFX (2.30). FIKAX return over 5 years is better than : 222.34 vs. IYEFX (145.76).
| FIKAX | IYEFX | FIKAX / IYEFX | |
| Total Expense Ratio | 0.58 | 1.49 | 39% |
| Annual Report Gross Expense Ratio | 0.58 | 1.68 | 35% |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 5.728 | 9.268 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 952M | 98.1M | 970% |
| Annual Yield % from dividends | 0.97 | 0.87 | 111% |
| Returns for 1 year | 5.41 | 2.30 | 236% |
| Returns for 3 years | 23.43 | 1.40 | 1,672% |
| Returns for 5 years | 222.34 | 145.76 | 153% |
| Returns for 10 years | N/A | -14.82 | - |
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