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FIKAX vs MLOCX
FIKAX vs MLOCX Comparison Chart
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FIKAX vs. MLOCX commentary
Jun 16, 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: 897M vs. MLOCX (117M). MLOCX pays higher dividends than FIKAX: MLOCX (4.28) vs FIKAX (1.09). FIKAX was incepted earlier than MLOCX: FIKAX (7 years) vs MLOCX (11 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 : 5.82 vs. FIKAX (0.59). FIKAX return over 5 years is better than : 188.22 vs. MLOCX (122.20).
| 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 | 11 years | - |
| Gain YTD | 4.184 | 4.422 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 897M | 117M | 767% |
| Annual Yield % from dividends | 1.09 | 4.28 | 25% |
| Returns for 1 year | 0.59 | 5.82 | 10% |
| Returns for 3 years | 15.22 | 29.23 | 52% |
| Returns for 5 years | 188.22 | 122.20 | 154% |
| Returns for 10 years | N/A | 22.54 | - |
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