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FIKBX vs JFIFX
FIKBX vs JFIFX Comparison
Open Charts FIKBX vs JFIFX
Fidelity Advisor Financials Z
Price$32.97
Change+$0.35 (+1.07%)
VolumeN/A
Net Assets644.14M
JHancock Financial Industries I
Price$16.50
Change+$0.21 (+1.29%)
VolumeN/A
Net Assets266.56M
FIKBX vs JFIFX Comparison Chart
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FIKBX vs. JFIFX commentary
Apr 12, 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 FIKBX is a Buy and JFIFX is a Buy.
FUNDAMENTALS
Fundamentals
FIKBX has more cash in the bank: 644M vs. JFIFX (267M). FIKBX pays higher dividends than JFIFX: FIKBX (1.55) vs JFIFX (1.34). FIKBX was incepted earlier than JFIFX: FIKBX (7 years) vs JFIFX (9 years). JFIFX (0.98) is less costly to investors than FIKBX (0.60). JFIFX is a more actively managed with annual turnover of: 61.00 vs. FIKBX (44.00). FIKBX has a lower initial minimum investment than JFIFX: FIKBX (0) vs JFIFX (250000). FIKBX annual gain was more profitable for investors over the last year : 9.03 vs. JFIFX (2.24). FIKBX return over 5 years is better than : 106.56 vs. JFIFX (17.02).
| FIKBX | JFIFX | FIKBX / JFIFX | |
| Total Expense Ratio | 0.60 | 0.97 | 62% |
| Annual Report Gross Expense Ratio | 0.60 | 0.98 | 61% |
| Fund Existence | 7 years | 9 years | - |
| Gain YTD | -10.063 | -9.550 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 644M | 267M | 241% |
| Annual Yield % from dividends | 1.55 | 1.34 | 116% |
| Returns for 1 year | 9.03 | 2.24 | 403% |
| Returns for 3 years | 21.66 | -6.25 | -347% |
| Returns for 5 years | 106.56 | 17.02 | 626% |
| Returns for 10 years | N/A | N/A | - |
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