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FIDAX vs FIKBX
FIDAX vs FIKBX Comparison
Open Charts FIDAX vs FIKBX
JHancock Financial Industries A
Price$16.54
Change+$0.21 (+1.29%)
VolumeN/A
Net Assets266.56M
Fidelity Advisor Financials Z
Price$32.97
Change+$0.35 (+1.07%)
VolumeN/A
Net Assets644.14M
FIDAX vs FIKBX Comparison Chart
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FIDAX vs. FIKBX commentary
Apr 12, 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 FIDAX is a Buy and FIKBX is a Buy.
FUNDAMENTALS
Fundamentals
FIKBX has more cash in the bank: 644M vs. FIDAX (267M). FIKBX pays higher dividends than FIDAX: FIKBX (1.55) vs FIDAX (1.14). FIDAX was incepted earlier than FIKBX: FIDAX (29 years) vs FIKBX (7 years). FIDAX (1.28) is less costly to investors than FIKBX (0.60). FIDAX is a more actively managed with annual turnover of: 61.00 vs. FIKBX (44.00). FIKBX has a lower initial minimum investment than FIDAX: FIKBX (0) vs FIDAX (1000). FIKBX annual gain was more profitable for investors over the last year : 9.03 vs. FIDAX (2.03). FIKBX return over 5 years is better than : 106.56 vs. FIDAX (16.22).
| FIDAX | FIKBX | FIDAX / FIKBX | |
| Total Expense Ratio | 1.27 | 0.60 | 212% |
| Annual Report Gross Expense Ratio | 1.28 | 0.60 | 213% |
| Fund Existence | 29 years | 7 years | - |
| Gain YTD | -9.579 | -10.063 | 95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 644M | 41% |
| Annual Yield % from dividends | 1.14 | 1.55 | 73% |
| Returns for 1 year | 2.03 | 9.03 | 23% |
| Returns for 3 years | -6.63 | 21.66 | -31% |
| Returns for 5 years | 16.22 | 106.56 | 15% |
| Returns for 10 years | -0.52 | N/A | - |
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