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FIKBX vs JRGRX
FIKBX vs JRGRX Comparison
Open Charts FIKBX vs JRGRX
Fidelity Advisor Financials Z
Price$36.23
Change+$0.18 (+0.50%)
VolumeN/A
Net Assets628.17M
JHancock Regional Bank R6
Price$27.01
Change+$0.57 (+2.16%)
VolumeN/A
Net Assets765.15M
FIKBX vs JRGRX Comparison Chart
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FIKBX vs. JRGRX commentary
May 09, 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 JRGRX is a Buy.
FUNDAMENTALS
Fundamentals
JRGRX has more cash in the bank: 765M vs. FIKBX (628M). JRGRX pays higher dividends than FIKBX: JRGRX (2.27) vs FIKBX (1.60). FIKBX was incepted earlier than JRGRX: FIKBX (7 years) vs JRGRX (8 years). JRGRX (0.86) is less costly to investors than FIKBX (0.60). FIKBX is a more actively managed with annual turnover of: 44.00 vs. JRGRX (3.00). FIKBX has a lower initial minimum investment than JRGRX: FIKBX (0) vs JRGRX (1000000). FIKBX annual gain was more profitable for investors over the last year : 17.33 vs. JRGRX (10.52). FIKBX return over 5 years is better than : 134.72 vs. JRGRX (64.39).
| FIKBX | JRGRX | FIKBX / JRGRX | |
| Total Expense Ratio | 0.60 | 0.85 | 71% |
| Annual Report Gross Expense Ratio | 0.60 | 0.86 | 70% |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | -0.607 | -6.773 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 628M | 765M | 82% |
| Annual Yield % from dividends | 1.60 | 2.27 | 70% |
| Returns for 1 year | 17.33 | 10.52 | 165% |
| Returns for 3 years | 39.70 | -2.84 | -1,398% |
| Returns for 5 years | 134.72 | 64.39 | 209% |
| Returns for 10 years | N/A | N/A | - |
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