FIKAX
Price
$48.28
Change
-$0.16 (-0.33%)
Updated
Jul 25 closing price
Net Assets
930.78M
MLOZX
Price
$8.93
Change
-$0.00 (-0.00%)
Updated
Jul 25 closing price
Net Assets
116.17M
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FIKAX vs MLOZX

Header iconFIKAX vs MLOZX Comparison
Open Charts FIKAX vs MLOZXBanner chart's image
Fidelity Advisor Energy Z
Price$48.28
Change-$0.16 (-0.33%)
VolumeN/A
Net Assets930.78M
Cohen & Steers Future of Energy Z
Price$8.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets116.17M
FIKAX vs MLOZX Comparison Chart in %
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FIKAX vs. MLOZX commentary
Jul 27, 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 MLOZX is a Buy.

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FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 931M vs. MLOZX (116M). MLOZX pays higher dividends than FIKAX: MLOZX (4.90) vs FIKAX (1.03). FIKAX was incepted earlier than MLOZX: FIKAX (7 years) vs MLOZX (12 years). MLOZX (1.30) is less costly to investors than FIKAX (0.58). MLOZX is a more actively managed with annual turnover of: 220.00 vs. FIKAX (31.00). FIKAX (0) and MLOZX (0) have matching initial minimum investment requirements. MLOZX annual gain was more profitable for investors over the last year : 8.25 vs. FIKAX (-4.38). FIKAX return over 5 years is better than : 197.58 vs. MLOZX (144.31).
FIKAXMLOZXFIKAX / MLOZX
Total Expense Ratio0.580.9064%
Annual Report Gross Expense Ratio0.581.3045%
Fund Existence7 years12 years-
Gain YTD3.5837.19850%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets931M116M803%
Annual Yield % from dividends1.034.9021%
Returns for 1 year-4.388.25-53%
Returns for 3 years31.3036.1187%
Returns for 5 years197.58144.31137%
Returns for 10 yearsN/A51.30-
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