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FIKAX vs MLORX
FIKAX vs MLORX Comparison Chart in %
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FIKAX vs. MLORX commentary
Jul 06, 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 MLORX is a Buy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 931M vs. MLORX (117M). MLORX pays higher dividends than FIKAX: MLORX (4.41) vs FIKAX (1.03). FIKAX was incepted earlier than MLORX: FIKAX (7 years) vs MLORX (11 years). MLORX (1.80) is less costly to investors than FIKAX (0.58). MLORX is a more actively managed with annual turnover of: 220.00 vs. FIKAX (31.00). FIKAX (0) and MLORX (0) have matching initial minimum investment requirements. MLORX annual gain was more profitable for investors over the last year : 7.24 vs. FIKAX (-3.93). FIKAX return over 5 years is better than : 202.32 vs. MLORX (134.72).
| FIKAX | MLORX | FIKAX / MLORX | |
| Total Expense Ratio | 0.58 | 1.40 | 41% |
| Annual Report Gross Expense Ratio | 0.58 | 1.80 | 32% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | 3.905 | 5.615 | 70% |
| 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 | 4.41 | 23% |
| Returns for 1 year | -3.93 | 7.24 | -54% |
| Returns for 3 years | 32.70 | 37.74 | 87% |
| Returns for 5 years | 202.32 | 134.72 | 150% |
| Returns for 10 years | N/A | 35.53 | - |
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