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FIKBX vs TFIFX
FIKBX vs TFIFX Comparison
Open Charts FIKBX vs TFIFX
Fidelity Advisor Financials Z
Price$34.42
Change-$0.37 (-1.06%)
VolumeN/A
Net Assets686.8M
T. Rowe Price Financial Services I
Price$41.00
Change-$0.38 (-0.92%)
VolumeN/A
Net Assets1.8B
FIKBX vs TFIFX Comparison Chart
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FIKBX vs. TFIFX commentary
Mar 14, 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 Hold and TFIFX is a Hold.
FUNDAMENTALS
Fundamentals
TFIFX has more cash in the bank: 1.8B vs. FIKBX (687M). FIKBX pays higher dividends than TFIFX: FIKBX (1.48) vs TFIFX (1.17). FIKBX was incepted earlier than TFIFX: FIKBX (6 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 : 14.29 vs. TFIFX (9.19). FIKBX return over 5 years is better than : 117.48 vs. TFIFX (105.16).
| FIKBX | TFIFX | FIKBX / TFIFX | |
| Total Expense Ratio | 0.60 | 0.79 | 76% |
| Annual Report Gross Expense Ratio | 0.60 | 0.82 | 73% |
| Fund Existence | 6 years | 8 years | - |
| Gain YTD | -4.604 | -3.151 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 687M | 1.8B | 38% |
| Annual Yield % from dividends | 1.48 | 1.17 | 126% |
| Returns for 1 year | 14.29 | 9.19 | 156% |
| Returns for 3 years | 29.32 | 30.29 | 97% |
| Returns for 5 years | 117.48 | 105.16 | 112% |
| Returns for 10 years | N/A | N/A | - |
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