Ad is loading...
FIDAX vs FIKBX
FIDAX vs FIKBX Comparison
Open Charts FIDAX vs FIKBX
JHancock Financial Industries A
Price$17.18
Change-$0.17 (-0.98%)
VolumeN/A
Net Assets362.44M
Fidelity Advisor Financials Z
Price$34.42
Change-$0.37 (-1.06%)
VolumeN/A
Net Assets686.8M
FIDAX vs FIKBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIDAX vs. FIKBX commentary
Mar 14, 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 Hold and FIKBX is a Hold.
FUNDAMENTALS
Fundamentals
FIKBX has more cash in the bank: 687M vs. FIDAX (362M). FIKBX pays higher dividends than FIDAX: FIKBX (1.48) vs FIDAX (1.08). FIDAX was incepted earlier than FIKBX: FIDAX (29 years) vs FIKBX (6 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 : 14.29 vs. FIDAX (6.86). FIKBX return over 5 years is better than : 117.48 vs. FIDAX (24.37).
| 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 | 6 years | - |
| Gain YTD | -4.485 | -4.604 | 97% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 362M | 687M | 53% |
| Annual Yield % from dividends | 1.08 | 1.48 | 73% |
| Returns for 1 year | 6.86 | 14.29 | 48% |
| Returns for 3 years | -1.86 | 29.32 | -6% |
| Returns for 5 years | 24.37 | 117.48 | 21% |
| Returns for 10 years | 6.16 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...