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FIKBX vs TFIFX
FIKBX vs TFIFX Comparison
Open Charts FIKBX vs TFIFX
Fidelity Advisor Financials Z
Price$32.97
Change+$0.35 (+1.07%)
VolumeN/A
Net Assets644.14M
T. Rowe Price Financial Services I
Price$39.41
Change+$0.49 (+1.26%)
VolumeN/A
Net Assets1.68B
FIKBX vs TFIFX Comparison Chart
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FIKBX vs. TFIFX commentary
Apr 12, 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 Buy and TFIFX is a Buy.
FUNDAMENTALS
Fundamentals
TFIFX has more cash in the bank: 1.68B vs. FIKBX (644M). FIKBX pays higher dividends than TFIFX: FIKBX (1.55) vs TFIFX (1.23). FIKBX was incepted earlier than TFIFX: FIKBX (7 years) vs TFIFX (8 years). TFIFX (0.82) is less costly to investors than FIKBX (0.60). TFIFX is a more actively managed with annual turnover of: 46.90 vs. FIKBX (44.00). FIKBX has a lower initial minimum investment than TFIFX: FIKBX (0) vs TFIFX (500000). FIKBX annual gain was more profitable for investors over the last year : 9.03 vs. TFIFX (3.17). FIKBX return over 5 years is better than : 106.56 vs. TFIFX (97.47).
| FIKBX | TFIFX | FIKBX / TFIFX | |
| Total Expense Ratio | 0.60 | 0.79 | 76% |
| Annual Report Gross Expense Ratio | 0.60 | 0.82 | 73% |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | -10.063 | -8.467 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 644M | 1.68B | 38% |
| Annual Yield % from dividends | 1.55 | 1.23 | 127% |
| Returns for 1 year | 9.03 | 3.17 | 285% |
| Returns for 3 years | 21.66 | 21.33 | 102% |
| Returns for 5 years | 106.56 | 97.47 | 109% |
| Returns for 10 years | N/A | N/A | - |
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