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FIDAX vs FIKBX
FIDAX vs FIKBX Comparison
Open Charts FIDAX vs FIKBX
JHancock Financial Industries A
Price$19.11
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets298.36M
Fidelity Advisor Financials Z
Price$40.03
Change+$0.29 (+0.73%)
VolumeN/A
Net Assets705.69M
FIDAX vs FIKBX Comparison Chart in %
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FIDAX vs. FIKBX commentary
Oct 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 Hold and FIKBX is a Hold.
FUNDAMENTALS
Fundamentals
FIKBX has more cash in the bank: 706M vs. FIDAX (298M). FIKBX pays higher dividends than FIDAX: FIKBX (1.40) vs FIDAX (1.08). FIDAX was incepted earlier than FIKBX: FIDAX (30 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 : 15.71 vs. FIDAX (4.43). FIKBX return over 5 years is better than : 127.80 vs. FIDAX (20.38).
| FIDAX | FIKBX | FIDAX / FIKBX | |
| Total Expense Ratio | 1.27 | 0.60 | 212% |
| Annual Report Gross Expense Ratio | 1.28 | 0.60 | 213% |
| Fund Existence | 30 years | 7 years | - |
| Gain YTD | 5.925 | 10.367 | 57% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 706M | 42% |
| Annual Yield % from dividends | 1.08 | 1.40 | 77% |
| Returns for 1 year | 4.43 | 15.71 | 28% |
| Returns for 3 years | 23.97 | 67.05 | 36% |
| Returns for 5 years | 20.38 | 127.80 | 16% |
| Returns for 10 years | 21.24 | N/A | - |
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