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FIDAX vs FIKBX
FIDAX vs FIKBX Comparison
Open Charts FIDAX vs FIKBX
JHancock Financial Industries A
Price$19.12
Change+$0.13 (+0.68%)
VolumeN/A
Net Assets304.53M
Fidelity Advisor Financials Z
Price$38.92
Change+$0.08 (+0.21%)
VolumeN/A
Net Assets662.08M
FIDAX vs FIKBX Comparison Chart in %
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FIDAX vs. FIKBX commentary
Jul 01, 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 StrongBuy and FIKBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIKBX has more cash in the bank: 662M vs. FIDAX (305M). 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 : 27.73 vs. FIDAX (16.78). FIKBX return over 5 years is better than : 142.56 vs. FIDAX (30.97).
| 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 | 5.150 | 7.306 | 70% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 662M | 46% |
| Annual Yield % from dividends | 1.11 | 1.50 | 74% |
| Returns for 1 year | 16.78 | 27.73 | 60% |
| Returns for 3 years | 21.84 | 61.28 | 36% |
| Returns for 5 years | 30.97 | 142.56 | 22% |
| Returns for 10 years | 13.20 | N/A | - |
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