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DVFYX vs FIKBX
DVFYX vs FIKBX Comparison
Open Charts DVFYX vs FIKBX
Fidelity Advisor Financials Z
Price$36.69
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets628.17M
DVFYX vs FIKBX Comparison Chart
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DVFYX vs. FIKBX commentary
May 13, 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 DVFYX is a Buy and FIKBX is a Buy.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.02B vs. FIKBX (628M). DVFYX pays higher dividends than FIKBX: DVFYX (1.72) vs FIKBX (1.60). DVFYX was incepted earlier than FIKBX: DVFYX (28 years) vs FIKBX (7 years). DVFYX (0.71) is less costly to investors than FIKBX (0.60). FIKBX is a more actively managed with annual turnover of: 44.00 vs. DVFYX (2.00). FIKBX has a lower initial minimum investment than DVFYX: FIKBX (0) vs DVFYX (5000000). DVFYX (18.94) and FIKBX (18.09) have marching annual gain over last year. FIKBX return over 5 years is better than : 138.89 vs. DVFYX (117.34).
| DVFYX | FIKBX | DVFYX / FIKBX | |
| Total Expense Ratio | 0.71 | 0.60 | 118% |
| Annual Report Gross Expense Ratio | 0.71 | 0.60 | 118% |
| Fund Existence | 28 years | 7 years | - |
| Gain YTD | 5.139 | 1.158 | 444% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 628M | 163% |
| Annual Yield % from dividends | 1.72 | 1.60 | 108% |
| Returns for 1 year | 18.94 | 18.09 | 105% |
| Returns for 3 years | 48.24 | 46.72 | 103% |
| Returns for 5 years | 117.34 | 138.89 | 84% |
| Returns for 10 years | 87.19 | N/A | - |
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