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FIKBX vs VFAIX
FIKBX vs VFAIX Comparison
Open Charts FIKBX vs VFAIX
Fidelity Advisor Financials Z
Price$37.10
Change-$0.84 (-2.21%)
VolumeN/A
Net Assets662.08M
Vanguard Financials Index Admiral
Price$60.64
Change-$1.30 (-2.10%)
VolumeN/A
Net Assets13.04B
FIKBX vs VFAIX Comparison Chart
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FIKBX vs. VFAIX 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 FIKBX is a StrongBuy and VFAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 13B vs. FIKBX (662M). VFAIX pays higher dividends than FIKBX: VFAIX (1.77) vs FIKBX (1.50). FIKBX was incepted earlier than VFAIX: FIKBX (7 years) vs VFAIX (21 years). FIKBX (0.60) is less costly to investors than VFAIX (0.09). FIKBX is a more actively managed with annual turnover of: 44.00 vs. VFAIX (5.00). FIKBX has a lower initial minimum investment than VFAIX: FIKBX (0) vs VFAIX (100000). FIKBX (22.99) and VFAIX (22.59) have marching annual gain over last year. FIKBX return over 5 years is better than : 118.08 vs. VFAIX (106.89).
| FIKBX | VFAIX | FIKBX / VFAIX | |
| Total Expense Ratio | 0.60 | 0.09 | 667% |
| Annual Report Gross Expense Ratio | 0.60 | 0.09 | 667% |
| Fund Existence | 7 years | 21 years | - |
| Gain YTD | 2.288 | 2.553 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 662M | 13B | 5% |
| Annual Yield % from dividends | 1.50 | 1.77 | 85% |
| Returns for 1 year | 22.99 | 22.59 | 102% |
| Returns for 3 years | 57.92 | 58.01 | 100% |
| Returns for 5 years | 118.08 | 106.89 | 110% |
| Returns for 10 years | N/A | 141.11 | - |
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