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FIKAX vs IYEFX
FIKAX vs IYEFX Comparison Chart in %
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FIKAX vs. IYEFX commentary
Aug 17, 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 Hold and IYEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 942M vs. IYEFX (98.2M). FIKAX pays higher dividends than IYEFX: FIKAX (1.00) vs IYEFX (0.88). 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. IYEFX annual gain was more profitable for investors over the last year : 0.69 vs. FIKAX (-4.40). FIKAX return over 5 years is better than : 183.75 vs. IYEFX (123.67).
| 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 | 1.974 | 8.009 | 25% |
| 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 | 0.88 | 113% |
| Returns for 1 year | -4.40 | 0.69 | -636% |
| Returns for 3 years | 23.03 | -4.97 | -463% |
| Returns for 5 years | 183.75 | 123.67 | 149% |
| Returns for 10 years | N/A | -20.17 | - |
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