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FIKBX vs VFAIX
FIKBX vs VFAIX Comparison
Open Charts FIKBX vs VFAIX
Fidelity Advisor Financials Z
Price$33.90
Change+$2.53 (+8.07%)
VolumeN/A
Net Assets644.14M
Vanguard Financials Index Admiral
Price$56.73
Change+$4.16 (+7.91%)
VolumeN/A
Net Assets13.06B
FIKBX vs VFAIX Comparison Chart
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FIKBX vs. VFAIX commentary
Apr 11, 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 VFAIX is a Buy.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 13.1B vs. FIKBX (644M). VFAIX pays higher dividends than FIKBX: VFAIX (1.83) vs FIKBX (1.55). FIKBX was incepted earlier than VFAIX: FIKBX (7 years) vs VFAIX (21 years). FIKBX (0.60) is less costly to investors than VFAIX (0.09). FIKBX is a more actively managed with annual turnover of: 44.00 vs. VFAIX (5.00). FIKBX has a lower initial minimum investment than VFAIX: FIKBX (0) vs VFAIX (100000). VFAIX annual gain was more profitable for investors over the last year : 4.26 vs. FIKBX (1.80). FIKBX return over 5 years is better than : 98.64 vs. VFAIX (84.56).
| FIKBX | VFAIX | FIKBX / VFAIX | |
| Total Expense Ratio | 0.60 | 0.09 | 667% |
| Annual Report Gross Expense Ratio | 0.60 | 0.09 | 667% |
| Fund Existence | 7 years | 21 years | - |
| Gain YTD | -13.510 | -11.095 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 644M | 13.1B | 5% |
| Annual Yield % from dividends | 1.55 | 1.83 | 85% |
| Returns for 1 year | 1.80 | 4.26 | 42% |
| Returns for 3 years | 15.54 | 14.69 | 106% |
| Returns for 5 years | 98.64 | 84.56 | 117% |
| Returns for 10 years | N/A | 115.10 | - |
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