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FAFDX vs FIDAX
FAFDX vs FIDAX Comparison
Open Charts FAFDX vs FIDAX
Fidelity Advisor Financials A
Price$35.36
Change+$0.44 (+1.26%)
VolumeN/A
Net Assets644.14M
JHancock Financial Industries A
Price$18.22
Change+$0.22 (+1.22%)
VolumeN/A
Net Assets370.9M
FAFDX vs FIDAX Comparison Chart
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FAFDX vs. FIDAX commentary
Apr 03, 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 FAFDX is a Buy and FIDAX is a Buy.
FUNDAMENTALS
Fundamentals
FAFDX has more cash in the bank: 644M vs. FIDAX (371M). FAFDX pays higher dividends than FIDAX: FAFDX (1.20) vs FIDAX (1.14). FAFDX was incepted earlier than FIDAX: FAFDX (29 years) vs FIDAX (29 years). FIDAX (1.28) is less costly to investors than FAFDX (1.01). FIDAX is a more actively managed with annual turnover of: 61.00 vs. FAFDX (44.00). FAFDX initial investment is less costly to investors than FIDAX (5%) vs FIDAX (5%). FAFDX has a lower initial minimum investment than FIDAX: FAFDX (0) vs FIDAX (1000). FAFDX annual gain was more profitable for investors over the last year : 16.80 vs. FIDAX (10.09). FAFDX return over 5 years is better than : 174.24 vs. FIDAX (51.54).
| FAFDX | FIDAX | FAFDX / FIDAX | |
| Total Expense Ratio | 1.01 | 1.27 | 80% |
| Annual Report Gross Expense Ratio | 1.01 | 1.28 | 79% |
| Fund Existence | 29 years | 29 years | - |
| Gain YTD | -0.314 | -0.332 | 95% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 644M | 371M | 174% |
| Annual Yield % from dividends | 1.20 | 1.14 | 105% |
| Returns for 1 year | 16.80 | 10.09 | 167% |
| Returns for 3 years | 28.65 | -0.56 | -5,133% |
| Returns for 5 years | 174.24 | 51.54 | 338% |
| Returns for 10 years | 134.97 | 10.33 | 1,306% |
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