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FIKBX vs VFAIX
FIKBX vs VFAIX Comparison
Open Charts FIKBX vs VFAIX
Fidelity Advisor Financials Z
Price$38.78
Change-$0.42 (-1.07%)
VolumeN/A
CapitalizationN/A
Vanguard Financials Index Admiral
Price$60.58
Change-$0.54 (-0.88%)
VolumeN/A
CapitalizationN/A
FIKBX vs VFAIX Comparison Chart
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FIKBX vs. VFAIX commentary
Dec 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 Hold and VFAIX is a Hold.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 13B vs. FIKBX (658M). 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 : 35.88 vs. VFAIX (33.29). FIKBX return over 5 years is better than : 73.40 vs. VFAIX (59.77).
| 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 | 35.075 | 31.878 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 658M | 13B | 5% |
| Annual Yield % from dividends | 2.23 | 1.84 | 121% |
| Returns for 1 year | 35.88 | 33.29 | 108% |
| Returns for 3 years | 39.32 | 28.74 | 137% |
| Returns for 5 years | 73.40 | 59.77 | 123% |
| Returns for 10 years | N/A | 148.55 | - |
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