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FIDAX vs FIKBX
FIDAX vs FIKBX Comparison
Open Charts FIDAX vs FIKBX
JHancock Financial Industries A
Price$18.20
Change-$0.38 (-2.05%)
VolumeN/A
Net Assets292.41M
Fidelity Advisor Financials Z
Price$37.10
Change-$0.84 (-2.21%)
VolumeN/A
Net Assets662.08M
FIDAX vs FIKBX Comparison Chart
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FIDAX vs. FIKBX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FIKBX has more cash in the bank: 662M vs. FIDAX (292M). FIKBX pays higher dividends than FIDAX: FIKBX (1.50) vs FIDAX (1.11). 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 : 22.99 vs. FIDAX (13.16). FIKBX return over 5 years is better than : 118.08 vs. FIDAX (21.60).
| 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 | 0.775 | 2.288 | 34% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 662M | 44% |
| Annual Yield % from dividends | 1.11 | 1.50 | 74% |
| Returns for 1 year | 13.16 | 22.99 | 57% |
| Returns for 3 years | 18.39 | 57.92 | 32% |
| Returns for 5 years | 21.60 | 118.08 | 18% |
| Returns for 10 years | 6.61 | N/A | - |
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