Ad is loading...
FIKBX vs VFAIX
FIKBX vs VFAIX Comparison
Open Charts FIKBX vs VFAIX
Fidelity Advisor Financials Z
Price$36.69
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets628.17M
Vanguard Financials Index Admiral
Price$60.13
Change+$0.04 (+0.07%)
VolumeN/A
Net Assets12.4B
FIKBX vs VFAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIKBX vs. VFAIX commentary
May 10, 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: 12.4B vs. FIKBX (628M). VFAIX pays higher dividends than FIKBX: VFAIX (1.87) vs FIKBX (1.60). 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 (18.63) and FIKBX (17.89) have marching annual gain over last year. FIKBX return over 5 years is better than : 138.50 vs. VFAIX (119.57).
| 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 | 0.993 | 1.623 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 628M | 12.4B | 5% |
| Annual Yield % from dividends | 1.60 | 1.87 | 86% |
| Returns for 1 year | 17.89 | 18.63 | 96% |
| Returns for 3 years | 46.48 | 46.70 | 100% |
| Returns for 5 years | 138.50 | 119.57 | 116% |
| Returns for 10 years | N/A | 144.09 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PXI | 40.65 | 0.45 | +1.11% |
| Invesco Dorsey Wright Energy MomentumETF | |||
| FMAT | 47.94 | 0.15 | +0.31% |
| Fidelity MSCI Materials ETF | |||
| IBTH | 22.39 | 0.02 | +0.09% |
| iShares iBonds Dec 2027 Term Tr ETF | |||
| MPAY | 24.12 | N/A | N/A |
| Akros Monthly Payout ETF | |||
| UAUG | 34.85 | -0.07 | -0.21% |
| Innovator U.S. Equity Ultra BufferETFAug | |||