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FIDAX vs FIKBX
FIDAX vs FIKBX Comparison
Open Charts FIDAX vs FIKBX
JHancock Financial Industries A
Price$20.28
Change-$0.27 (-1.31%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Financials Z
Price$38.78
Change-$0.42 (-1.07%)
VolumeN/A
CapitalizationN/A
FIDAX vs FIKBX Comparison Chart
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FIDAX vs. FIKBX commentary
Dec 18, 2024
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: 658M vs. FIDAX (516M). 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 : 35.88 vs. FIDAX (33.28). FIKBX return over 5 years is better than : 73.40 vs. FIDAX (9.48).
| 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 | 32.290 | 35.075 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 516M | 658M | 78% |
| Annual Yield % from dividends | 1.62 | 2.23 | 73% |
| Returns for 1 year | 33.28 | 35.88 | 93% |
| Returns for 3 years | 10.58 | 39.32 | 27% |
| Returns for 5 years | 9.48 | 73.40 | 13% |
| Returns for 10 years | 24.22 | N/A | - |
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