FIDAX
Price
$19.45
Change
+$0.20 (+1.04%)
Updated
Jul 3 closing price
Net Assets
311.81M
FIKBX
Price
$40.17
Change
+$0.40 (+1.01%)
Updated
Jul 3 closing price
Net Assets
690.98M
Interact to see
Advertisement

FIDAX vs FIKBX

Header iconFIDAX vs FIKBX Comparison
Open Charts FIDAX vs FIKBXBanner chart's image
JHancock Financial Industries A
Price$19.45
Change+$0.20 (+1.04%)
VolumeN/A
Net Assets311.81M
Fidelity Advisor Financials Z
Price$40.17
Change+$0.40 (+1.01%)
VolumeN/A
Net Assets690.98M
FIDAX vs FIKBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
FIDAX vs. FIKBX commentary
Jul 07, 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 StrongBuy and FIKBX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FIKBX has more cash in the bank: 691M vs. FIDAX (312M). FIKBX pays higher dividends than FIDAX: FIKBX (1.44) vs FIDAX (1.08). FIDAX was incepted earlier than FIKBX: FIDAX (29 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 : 29.66 vs. FIDAX (17.32). FIKBX return over 5 years is better than : 146.06 vs. FIDAX (30.71).
FIDAXFIKBXFIDAX / FIKBX
Total Expense Ratio1.270.60212%
Annual Report Gross Expense Ratio1.280.60213%
Fund Existence29 years7 years-
Gain YTD7.69710.75372%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets312M691M45%
Annual Yield % from dividends1.081.4475%
Returns for 1 year17.3229.6658%
Returns for 3 years25.3466.8538%
Returns for 5 years30.71146.0621%
Returns for 10 years16.65N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
MIR20.710.29
+1.42%
Mirion Technologies
SCKT1.140.01
+0.88%
Socket Mobile
REAX4.290.02
+0.47%
Real Brokerage (The)
SWK71.10-0.46
-0.64%
Stanley Black & Decker
CSBR7.68-0.09
-1.16%
Champions Oncology