FIDAX
Price
$13.79
Change
-$5.06 (-26.84%)
Updated
Feb 3 closing price
Net Assets
283.44M
FIKBX
Price
$39.24
Change
-$0.32 (-0.81%)
Updated
Feb 3 closing price
Net Assets
720.13M
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FIDAX vs FIKBX

Header iconFIDAX vs FIKBX Comparison
Open Charts FIDAX vs FIKBXBanner chart's image
JHancock Financial Industries A
Price$13.79
Change-$5.06 (-26.84%)
VolumeN/A
Net Assets283.44M
Fidelity Advisor Financials Z
Price$39.24
Change-$0.32 (-0.81%)
VolumeN/A
Net Assets720.13M
FIDAX vs FIKBX Comparison Chart in %
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VS
FIDAX vs. FIKBX commentary
Feb 04, 2026

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 Buy and FIKBX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FIKBX has more cash in the bank: 720M vs. FIDAX (283M). FIKBX pays higher dividends than FIDAX: FIKBX (1.65) vs FIDAX (0.90). FIDAX was incepted earlier than FIKBX: FIDAX (30 years) vs FIKBX (7 years). FIDAX (1.28) is less costly to investors than FIKBX (0.59). FIDAX is a more actively managed with annual turnover of: 63.00 vs. FIKBX (49.00). 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 : 5.33 vs. FIDAX (-26.92). FIKBX return over 5 years is better than : 75.83 vs. FIDAX (-24.29).
FIDAXFIKBXFIDAX / FIKBX
Total Expense Ratio1.270.59215%
Annual Report Gross Expense Ratio1.280.59217%
Fund Existence30 years7 years-
Gain YTD1.1741.28092%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets283M720M39%
Annual Yield % from dividends0.901.6555%
Returns for 1 year-26.925.33-505%
Returns for 3 years-9.0248.17-19%
Returns for 5 years-24.2975.83-32%
Returns for 10 years2.45N/A-
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