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FIDAX vs FIKBX
FIDAX vs FIKBX Comparison
Open Charts FIDAX vs FIKBX
JHancock Financial Industries A
Price$20.58
Change+$0.07 (+0.34%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Financials Z
Price$39.03
Change+$0.10 (+0.26%)
VolumeN/A
CapitalizationN/A
FIDAX vs FIKBX Comparison Chart
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FIDAX vs. FIKBX commentary
Nov 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 Buy and FIKBX is a Buy.
FUNDAMENTALS
Fundamentals
FIKBX has more cash in the bank: 552M vs. FIDAX (523M). 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 : 52.48 vs. FIDAX (47.23). FIKBX return over 5 years is better than : 80.83 vs. FIDAX (8.79).
| 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 | 34.247 | 35.946 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 523M | 552M | 95% |
| Annual Yield % from dividends | 1.62 | 2.23 | 73% |
| Returns for 1 year | 47.23 | 52.48 | 90% |
| Returns for 3 years | -13.98 | 28.72 | -49% |
| Returns for 5 years | 8.79 | 80.83 | 11% |
| Returns for 10 years | 27.12 | N/A | - |
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