BACIX
Price
$13.14
Change
+$0.13 (+1.00%)
Updated
May 9 closing price
Net Assets
266.31M
FIKAX
Price
$44.67
Change
+$0.42 (+0.95%)
Updated
May 9 closing price
Net Assets
892.07M
Ad is loading...

BACIX vs FIKAX

Header iconBACIX vs FIKAX Comparison
Open Charts BACIX vs FIKAXBanner chart's image
BlackRock Energy Opportunities Instl
Price$13.14
Change+$0.13 (+1.00%)
VolumeN/A
Net Assets266.31M
Fidelity Advisor Energy Z
Price$44.67
Change+$0.42 (+0.95%)
VolumeN/A
Net Assets892.07M
BACIX vs FIKAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
BACIX vs. FIKAX commentary
May 10, 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 BACIX is a StrongBuy and FIKAX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 892M vs. BACIX (266M). BACIX pays higher dividends than FIKAX: BACIX (2.72) vs FIKAX (1.14). BACIX was incepted earlier than FIKAX: BACIX (20 years) vs FIKAX (7 years). BACIX (1.07) is less costly to investors than FIKAX (0.58). BACIX is a more actively managed with annual turnover of: 35.00 vs. FIKAX (31.00). FIKAX has a lower initial minimum investment than BACIX: FIKAX (0) vs BACIX (2000000). BACIX annual gain was more profitable for investors over the last year : -9.40 vs. FIKAX (-14.47). FIKAX return over 5 years is better than : 174.85 vs. BACIX (130.19).
BACIXFIKAXBACIX / FIKAX
Total Expense Ratio0.910.58157%
Annual Report Gross Expense Ratio1.070.58184%
Fund Existence20 years7 years-
Gain YTD-2.401-5.06347%
Front LoadN/AN/A-
Min. Initial Investment20000000-
Min. Initial Investment IRAN/AN/A-
Net Assets266M892M30%
Annual Yield % from dividends2.721.14239%
Returns for 1 year-9.40-14.4765%
Returns for 3 years16.5816.8099%
Returns for 5 years130.19174.8574%
Returns for 10 years22.14N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
JPRE47.870.32
+0.67%
JPMorgan Realty Income ETF
FDIG27.540.06
+0.22%
Fidelity Crypto Industry&DgtlPymntsETF
WLTG29.210.01
+0.02%
WealthTrust DBS Long Term Growth ETF
NULV39.58-0.01
-0.03%
Nuveen ESG Large-Cap Value ETF
CARD5.12-0.11
-2.18%
Max Auto Industry -3X Inverse Lvrgd ETN