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FIDAX vs FIKBX
FIDAX vs FIKBX Comparison
Open Charts FIDAX vs FIKBX
JHancock Financial Industries A
Price$13.90
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets295.39M
Fidelity Advisor Financials Z
Price$39.83
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets711.68M
FIDAX vs FIKBX Comparison Chart in %
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FIDAX vs. FIKBX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
FIKBX has more cash in the bank: 712M vs. FIDAX (295M). FIKBX pays higher dividends than FIDAX: FIKBX (1.41) vs FIDAX (1.08). 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: 61.00 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 : 8.52 vs. FIDAX (-23.89). FIKBX return over 5 years is better than : 86.53 vs. FIDAX (-20.47).
| FIDAX | FIKBX | FIDAX / FIKBX | |
| Total Expense Ratio | 1.27 | 0.59 | 215% |
| Annual Report Gross Expense Ratio | 1.28 | 0.59 | 217% |
| Fund Existence | 30 years | 7 years | - |
| Gain YTD | -22.924 | 9.870 | -232% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 295M | 712M | 41% |
| Annual Yield % from dividends | 1.08 | 1.41 | 76% |
| Returns for 1 year | -23.89 | 8.52 | -280% |
| Returns for 3 years | -3.41 | 62.41 | -5% |
| Returns for 5 years | -20.47 | 86.53 | -24% |
| Returns for 10 years | -12.24 | N/A | - |
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