Interact to see
Advertisement
Advertisement
FIKAX vs MLOAX
FIKAX vs MLOAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIKAX vs. MLOAX 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 Hold and MLOAX is a Hold.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 942M vs. MLOAX (121M). MLOAX pays higher dividends than FIKAX: MLOAX (4.40) vs FIKAX (1.00). FIKAX was incepted earlier than MLOAX: FIKAX (7 years) vs MLOAX (12 years). MLOAX (1.65) is less costly to investors than FIKAX (0.58). MLOAX is a more actively managed with annual turnover of: 220.00 vs. FIKAX (31.00). FIKAX (0) and MLOAX (0) have matching initial minimum investment requirements. MLOAX annual gain was more profitable for investors over the last year : 5.35 vs. FIKAX (-4.40). FIKAX return over 5 years is better than : 183.75 vs. MLOAX (118.89).
| FIKAX | MLOAX | FIKAX / MLOAX | |
| Total Expense Ratio | 0.58 | 1.25 | 46% |
| Annual Report Gross Expense Ratio | 0.58 | 1.65 | 35% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 1.974 | 5.585 | 35% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 942M | 121M | 779% |
| Annual Yield % from dividends | 1.00 | 4.40 | 23% |
| Returns for 1 year | -4.40 | 5.35 | -82% |
| Returns for 3 years | 23.03 | 25.19 | 91% |
| Returns for 5 years | 183.75 | 118.89 | 155% |
| Returns for 10 years | N/A | 50.27 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement