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FIDAX vs FIKBX
FIDAX vs FIKBX Comparison
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FIDAX vs FIKBX Comparison Chart in %
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FIDAX vs. FIKBX commentary
Aug 23, 2026
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: 677M vs. FIDAX (282M). FIKBX pays higher dividends than FIDAX: FIKBX (1.51) vs FIDAX (0.86). FIDAX was incepted earlier than FIKBX: FIDAX (30 years) vs FIKBX (8 years). FIDAX (1.30) is less costly to investors than FIKBX (0.59). FIDAX is a more actively managed with annual turnover of: 63.00 vs. FIKBX (49.00). 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 : 10.80 vs. FIDAX (-21.41). FIKBX return over 5 years is better than : 57.46 vs. FIDAX (-30.32).
| FIDAX | FIKBX | FIDAX / FIKBX | |
| Total Expense Ratio | 1.29 | 0.59 | 219% |
| Annual Report Gross Expense Ratio | 1.30 | 0.59 | 220% |
| Fund Existence | 30 years | 8 years | - |
| Gain YTD | 7.997 | 10.426 | 77% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 677M | 42% |
| Annual Yield % from dividends | 0.86 | 1.51 | 57% |
| Returns for 1 year | -21.41 | 10.80 | -198% |
| Returns for 3 years | 9.96 | 82.18 | 12% |
| Returns for 5 years | -30.32 | 57.46 | -53% |
| Returns for 10 years | -2.97 | N/A | - |
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