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FIKBX vs VFAIX
FIKBX vs VFAIX Comparison
Open Charts FIKBX vs VFAIX
Fidelity Advisor Financials Z
Price$37.13
Change+$0.26 (+0.71%)
VolumeN/A
CapitalizationN/A
Vanguard Financials Index Admiral
Price$57.94
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FIKBX vs VFAIX Comparison Chart
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FIKBX vs. VFAIX commentary
Oct 18, 2024
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 StrongBuy and VFAIX is a Buy.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 11B vs. FIKBX (532M). FIKBX pays higher dividends than VFAIX: FIKBX (2.23) vs VFAIX (1.84). FIKBX was incepted earlier than VFAIX: FIKBX (6 years) vs VFAIX (21 years). FIKBX is a more actively managed with annual turnover of: 55.00 vs. VFAIX (20.00). FIKBX has a lower initial minimum investment than VFAIX: FIKBX (0) vs VFAIX (100000). FIKBX annual gain was more profitable for investors over the last year : 49.33 vs. VFAIX (42.51). FIKBX return over 5 years is better than : 80.57 vs. VFAIX (66.09).
| FIKBX | VFAIX | FIKBX / VFAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 21 years | - |
| Gain YTD | 28.422 | 26.131 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 532M | 11B | 5% |
| Annual Yield % from dividends | 2.23 | 1.84 | 121% |
| Returns for 1 year | 49.33 | 42.51 | 116% |
| Returns for 3 years | 23.32 | 19.23 | 121% |
| Returns for 5 years | 80.57 | 66.09 | 122% |
| Returns for 10 years | N/A | 162.79 | - |
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