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FIDAX vs FIKBX
FIDAX vs FIKBX Comparison
Open Charts FIDAX vs FIKBX
JHancock Financial Industries A
Price$18.80
Change+$0.24 (+1.29%)
VolumeN/A
Net Assets299.13M
Fidelity Advisor Financials Z
Price$38.13
Change+$0.63 (+1.68%)
VolumeN/A
Net Assets662.08M
FIDAX vs FIKBX Comparison Chart
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FIDAX vs. FIKBX commentary
Jun 07, 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: 662M vs. FIDAX (299M). FIKBX pays higher dividends than FIDAX: FIKBX (1.50) vs FIDAX (1.11). 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 : 22.83 vs. FIDAX (13.79). FIKBX return over 5 years is better than : 102.38 vs. FIDAX (15.00).
| 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 | 2.769 | 3.391 | 82% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 662M | 45% |
| Annual Yield % from dividends | 1.11 | 1.50 | 74% |
| Returns for 1 year | 13.79 | 22.83 | 60% |
| Returns for 3 years | 8.97 | 41.50 | 22% |
| Returns for 5 years | 15.00 | 102.38 | 15% |
| Returns for 10 years | 10.09 | N/A | - |
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