Interact to see
Advertisement
Advertisement
FIDAX vs FIKBX
FIDAX vs FIKBX Comparison
Open Charts FIDAX vs FIKBX
JHancock Financial Industries A
Price$19.37
Change+$0.16 (+0.83%)
VolumeN/A
Net Assets300.22M
Fidelity Advisor Financials Z
Price$40.51
Change+$0.29 (+0.72%)
VolumeN/A
Net Assets708.73M
FIDAX vs FIKBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIDAX vs. FIKBX commentary
Sep 28, 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 FIDAX is a Hold and FIKBX is a Hold.
FUNDAMENTALS
Fundamentals
FIKBX has more cash in the bank: 709M vs. FIDAX (300M). FIKBX pays higher dividends than FIDAX: FIKBX (1.39) vs FIDAX (1.07). FIDAX was incepted earlier than FIKBX: FIDAX (30 years) vs FIKBX (7 years). FIDAX (1.28) is less costly to investors than FIKBX (0.60). FIDAX is a more actively managed with annual turnover of: 61.00 vs. FIKBX (44.00). FIKBX has a lower initial minimum investment than FIDAX: FIKBX (0) vs FIDAX (1000). FIKBX annual gain was more profitable for investors over the last year : 17.90 vs. FIDAX (7.37). FIKBX return over 5 years is better than : 147.60 vs. FIDAX (30.67).
| FIDAX | FIKBX | FIDAX / FIKBX | |
| Total Expense Ratio | 1.27 | 0.60 | 212% |
| Annual Report Gross Expense Ratio | 1.28 | 0.60 | 213% |
| Fund Existence | 30 years | 7 years | - |
| Gain YTD | 7.254 | 10.891 | 67% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 300M | 709M | 42% |
| Annual Yield % from dividends | 1.07 | 1.39 | 77% |
| Returns for 1 year | 7.37 | 17.90 | 41% |
| Returns for 3 years | 28.19 | 72.52 | 39% |
| Returns for 5 years | 30.67 | 147.60 | 21% |
| Returns for 10 years | 29.11 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JGYCX | 13.31 | 0.09 | +0.68% |
| JHancock Global Shareholder Yield C | |||
| LMPRX | 102.17 | 0.65 | +0.64% |
| ClearBridge Growth R | |||
| TMLAX | 9.00 | 0.05 | +0.56% |
| Transamerica Energy Infrastructure A | |||
| CNPCX | 67.43 | 0.35 | +0.52% |
| American Funds New Perspective 529C | |||
| LICTX | 18.03 | 0.09 | +0.50% |
| Lord Abbett International Equity R5 | |||