FIDAX
Price
$19.12
Change
-$0.30 (-1.54%)
Updated
Sep 5 closing price
Net Assets
299.92M
FIKBX
Price
$40.21
Change
-$0.58 (-1.42%)
Updated
Sep 5 closing price
Net Assets
708.73M
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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$19.12
Change-$0.30 (-1.54%)
VolumeN/A
Net Assets299.92M
Fidelity Advisor Financials Z
Price$40.21
Change-$0.58 (-1.42%)
VolumeN/A
Net Assets708.73M
FIDAX vs FIKBX Comparison Chart in %
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FIDAX vs. FIKBX commentary
Sep 08, 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 Buy and FIKBX is a Buy.

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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 : 20.06 vs. FIDAX (7.93). FIKBX return over 5 years is better than : 127.54 vs. FIDAX (20.75).
FIDAXFIKBXFIDAX / FIKBX
Total Expense Ratio1.270.60212%
Annual Report Gross Expense Ratio1.280.60213%
Fund Existence30 years7 years-
Gain YTD5.86910.86354%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets300M709M42%
Annual Yield % from dividends1.071.3977%
Returns for 1 year7.9320.0640%
Returns for 3 years20.3561.2833%
Returns for 5 years20.75127.5416%
Returns for 10 years20.96N/A-
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