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FIDAX vs FIKBX
FIDAX vs FIKBX Comparison
Open Charts FIDAX vs FIKBX
JHancock Financial Industries A
Price$18.90
Change-$0.21 (-1.10%)
VolumeN/A
Net Assets298.08M
Fidelity Advisor Financials Z
Price$39.39
Change-$0.53 (-1.33%)
VolumeN/A
Net Assets683.93M
FIDAX vs FIKBX Comparison Chart in %
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FIDAX vs. FIKBX commentary
Aug 18, 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.
FUNDAMENTALS
Fundamentals
FIKBX has more cash in the bank: 684M vs. FIDAX (298M). FIKBX pays higher dividends than FIDAX: FIKBX (1.44) vs FIDAX (1.10). 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 : 20.95 vs. FIDAX (9.56). FIKBX return over 5 years is better than : 123.82 vs. FIDAX (18.01).
| 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 | 4.651 | 8.602 | 54% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 684M | 44% |
| Annual Yield % from dividends | 1.10 | 1.44 | 76% |
| Returns for 1 year | 9.56 | 20.95 | 46% |
| Returns for 3 years | 9.16 | 44.88 | 20% |
| Returns for 5 years | 18.01 | 123.82 | 15% |
| Returns for 10 years | 11.68 | N/A | - |
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