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FIKAX vs MLOCX
FIKAX vs MLOCX Comparison Chart in %
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FIKAX vs. MLOCX commentary
Sep 07, 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 MLOCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 952M vs. MLOCX (121M). MLOCX pays higher dividends than FIKAX: MLOCX (3.75) vs FIKAX (0.97). FIKAX was incepted earlier than MLOCX: FIKAX (7 years) vs MLOCX (12 years). MLOCX (2.30) is less costly to investors than FIKAX (0.58). MLOCX is a more actively managed with annual turnover of: 220.00 vs. FIKAX (31.00). FIKAX (0) and MLOCX (0) have matching initial minimum investment requirements. MLOCX annual gain was more profitable for investors over the last year : 10.01 vs. FIKAX (5.41). FIKAX return over 5 years is better than : 222.34 vs. MLOCX (134.52).
| FIKAX | MLOCX | FIKAX / MLOCX | |
| Total Expense Ratio | 0.58 | 1.90 | 31% |
| Annual Report Gross Expense Ratio | 0.58 | 2.30 | 25% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 5.728 | 6.693 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 952M | 121M | 787% |
| Annual Yield % from dividends | 0.97 | 3.75 | 26% |
| Returns for 1 year | 5.41 | 10.01 | 54% |
| Returns for 3 years | 23.43 | 29.13 | 80% |
| Returns for 5 years | 222.34 | 134.52 | 165% |
| Returns for 10 years | N/A | 52.33 | - |
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