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FIDAX vs FIKBX
FIDAX vs FIKBX Comparison
Open Charts FIDAX vs FIKBX
JHancock Financial Industries A
Price$19.28
Change+$0.14 (+0.73%)
VolumeN/A
Net Assets487.72M
Fidelity Advisor Financials Z
Price$38.80
Change+$0.34 (+0.88%)
VolumeN/A
Net Assets635.41M
FIDAX vs FIKBX Comparison Chart
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FIDAX vs. FIKBX commentary
Jan 31, 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: 635M vs. FIDAX (488M). FIKBX pays higher dividends than FIDAX: FIKBX (2.23) vs FIDAX (1.62). FIDAX was incepted earlier than FIKBX: FIDAX (29 years) vs FIKBX (6 years). FIDAX is a more actively managed with annual turnover of: 72.00 vs. FIKBX (55.00). 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 : 34.48 vs. FIDAX (25.07). FIKBX return over 5 years is better than : 82.00 vs. FIDAX (6.40).
| FIDAX | FIKBX | FIDAX / FIKBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 6 years | - |
| Gain YTD | 5.980 | 6.038 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 488M | 635M | 77% |
| Annual Yield % from dividends | 1.62 | 2.23 | 73% |
| Returns for 1 year | 25.07 | 34.48 | 73% |
| Returns for 3 years | 2.18 | 32.99 | 7% |
| Returns for 5 years | 6.40 | 82.00 | 8% |
| Returns for 10 years | 24.21 | N/A | - |
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