Interact to see
Advertisement
Advertisement
FAFDX vs FIDAX
FAFDX vs FIDAX Comparison
Open Charts FAFDX vs FIDAX
Fidelity Advisor Financials A
Price$38.33
Change+$0.18 (+0.47%)
VolumeN/A
Net Assets690.98M
JHancock Financial Industries A
Price$19.45
Change+$0.20 (+1.04%)
VolumeN/A
Net Assets308.62M
FAFDX vs FIDAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FAFDX vs. FIDAX commentary
Jul 04, 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 StrongBuy and FIDAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FAFDX has more cash in the bank: 691M vs. FIDAX (309M). FAFDX (1.11) and FIDAX (1.08) have matching dividends . 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 : 27.70 vs. FIDAX (16.12). FAFDX return over 5 years is better than : 137.94 vs. FIDAX (29.36).
| 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 | 9.421 | 6.589 | 143% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 691M | 309M | 224% |
| Annual Yield % from dividends | 1.11 | 1.08 | 103% |
| Returns for 1 year | 27.70 | 16.12 | 172% |
| Returns for 3 years | 62.79 | 24.05 | 261% |
| Returns for 5 years | 137.94 | 29.36 | 470% |
| Returns for 10 years | 156.65 | 15.45 | 1,014% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CWIFX | 71.28 | 0.46 | +0.65% |
| American Funds Capital World Gr&Inc 529F | |||
| MCYIX | 11.83 | 0.05 | +0.42% |
| NYLI Candriam Emerging Markets Eq Cl I | |||
| VSEIX | 54.28 | N/A | N/A |
| JPMorgan Small Cap Equity I | |||
| CNWIX | 21.42 | N/A | N/A |
| Calamos Evolving World Growth I | |||
| PIIQX | 13.13 | N/A | N/A |
| Principal International Equity Index R5 | |||