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FIKAX vs MLOCX
FIKAX vs MLOCX Comparison Chart in %
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FIKAX vs. MLOCX commentary
Nov 14, 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: 895M vs. MLOCX (122M). MLOCX pays higher dividends than FIKAX: MLOCX (3.53) 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 (15.00). FIKAX (0) and MLOCX (0) have matching initial minimum investment requirements. MLOCX annual gain was more profitable for investors over the last year : 17.32 vs. FIKAX (4.09). FIKAX return over 5 years is better than : 235.55 vs. MLOCX (163.01).
| 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 | 10.255 | 19.574 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 895M | 122M | 734% |
| Annual Yield % from dividends | 0.97 | 3.53 | 27% |
| Returns for 1 year | 4.09 | 17.32 | 24% |
| Returns for 3 years | 9.01 | 39.39 | 23% |
| Returns for 5 years | 235.55 | 163.01 | 144% |
| Returns for 10 years | N/A | 100.43 | - |
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