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FIDAX vs FIKBX
FIDAX vs FIKBX Comparison
Open Charts FIDAX vs FIKBX
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 %
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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.
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).
| FIDAX | FIKBX | FIDAX / FIKBX | |
| Total Expense Ratio | 1.27 | 0.60 | 212% |
| Annual Report Gross Expense Ratio | 1.28 | 0.60 | 213% |
| Fund Existence | 29 years | 7 years | - |
| Gain YTD | 7.697 | 10.753 | 72% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 312M | 691M | 45% |
| Annual Yield % from dividends | 1.08 | 1.44 | 75% |
| Returns for 1 year | 17.32 | 29.66 | 58% |
| Returns for 3 years | 25.34 | 66.85 | 38% |
| Returns for 5 years | 30.71 | 146.06 | 21% |
| Returns for 10 years | 16.65 | N/A | - |
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