Ad is loading...
FAFSX vs FIDAX
FAFSX vs FIDAX Comparison
Open Charts FAFSX vs FIDAX
Fidelity Advisor Financials M
Price$32.24
Change+$2.40 (+8.04%)
VolumeN/A
Net Assets644.14M
JHancock Financial Industries A
Price$16.89
Change+$1.18 (+7.51%)
VolumeN/A
Net Assets257.07M
FAFSX vs FIDAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FAFSX vs. FIDAX commentary
Apr 11, 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 FAFSX is a Buy and FIDAX is a Buy.
FUNDAMENTALS
Fundamentals
FAFSX has more cash in the bank: 644M vs. FIDAX (257M). FIDAX pays higher dividends than FAFSX: FIDAX (1.14) vs FAFSX (1.01). FAFSX was incepted earlier than FIDAX: FAFSX (29 years) vs FIDAX (29 years). FIDAX (1.28) and FAFSX (1.25) have similar cost to investors . FIDAX is a more actively managed with annual turnover of: 61.00 vs. FAFSX (44.00). FIDAX initial investment is less costly to investors than FAFSX (4%) vs FAFSX (4%). FAFSX has a lower initial minimum investment than FIDAX: FAFSX (0) vs FIDAX (1000). FAFSX annual gain was more profitable for investors over the last year : 0.99 vs. FIDAX (-3.80). FAFSX return over 5 years is better than : 91.42 vs. FIDAX (11.80).
| FAFSX | FIDAX | FAFSX / FIDAX | |
| Total Expense Ratio | 1.25 | 1.27 | 98% |
| Annual Report Gross Expense Ratio | 1.25 | 1.28 | 98% |
| Fund Existence | 29 years | 29 years | - |
| Gain YTD | -13.657 | -13.012 | 105% |
| Front Load | 4% | 5% | 70% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 644M | 257M | 251% |
| Annual Yield % from dividends | 1.01 | 1.14 | 88% |
| Returns for 1 year | 0.99 | -3.80 | -26% |
| Returns for 3 years | 12.97 | -11.31 | -115% |
| Returns for 5 years | 91.42 | 11.80 | 775% |
| Returns for 10 years | 99.49 | -3.87 | -2,574% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers