Interact to see
Advertisement
Advertisement
FIKAX vs MLOCX
FIKAX vs MLOCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIKAX vs. MLOCX commentary
Jul 28, 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 (116M). 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 : 7.10 vs. FIKAX (-4.38). FIKAX return over 5 years is better than : 197.58 vs. MLOCX (132.02).
| 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 | 3.583 | 6.453 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 116M | 803% |
| Annual Yield % from dividends | 1.03 | 3.96 | 26% |
| Returns for 1 year | -4.38 | 7.10 | -62% |
| Returns for 3 years | 31.30 | 31.99 | 98% |
| Returns for 5 years | 197.58 | 132.02 | 150% |
| Returns for 10 years | N/A | 36.59 | - |