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FIKAX vs MLOCX
FIKAX vs MLOCX Comparison Chart in %
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FIKAX vs. MLOCX commentary
Jul 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 Buy and MLOCX is a Buy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 931M vs. MLOCX (117M). MLOCX pays higher dividends than FIKAX: MLOCX (3.96) vs FIKAX (1.03). 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 : 6.63 vs. FIKAX (-3.93). FIKAX return over 5 years is better than : 202.32 vs. MLOCX (128.93).
| 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 | 3.905 | 5.255 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 117M | 796% |
| Annual Yield % from dividends | 1.03 | 3.96 | 26% |
| Returns for 1 year | -3.93 | 6.63 | -59% |
| Returns for 3 years | 32.70 | 35.56 | 92% |
| Returns for 5 years | 202.32 | 128.93 | 157% |
| Returns for 10 years | N/A | 28.85 | - |
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