Ad is loading...
FIKBX vs JFIFX
FIKBX vs JFIFX Comparison
Open Charts FIKBX vs JFIFX
Fidelity Advisor Financials Z
Price$34.42
Change-$0.37 (-1.06%)
VolumeN/A
Net Assets686.8M
JHancock Financial Industries I
Price$17.13
Change-$0.18 (-1.04%)
VolumeN/A
Net Assets362.44M
FIKBX vs JFIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIKBX vs. JFIFX commentary
Mar 14, 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 Hold and JFIFX is a Hold.
FUNDAMENTALS
Fundamentals
FIKBX has more cash in the bank: 687M vs. JFIFX (362M). FIKBX pays higher dividends than JFIFX: FIKBX (1.48) vs JFIFX (1.28). FIKBX was incepted earlier than JFIFX: FIKBX (6 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 : 14.29 vs. JFIFX (7.09). FIKBX return over 5 years is better than : 117.48 vs. JFIFX (25.16).
| FIKBX | JFIFX | FIKBX / JFIFX | |
| Total Expense Ratio | 0.60 | 0.97 | 62% |
| Annual Report Gross Expense Ratio | 0.60 | 0.98 | 61% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | -4.604 | -4.442 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 687M | 362M | 190% |
| Annual Yield % from dividends | 1.48 | 1.28 | 116% |
| Returns for 1 year | 14.29 | 7.09 | 202% |
| Returns for 3 years | 29.32 | -1.45 | -2,022% |
| Returns for 5 years | 117.48 | 25.16 | 467% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers