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FIKBX vs TFIFX
FIKBX vs TFIFX Comparison
Open Charts FIKBX vs TFIFX
Fidelity Advisor Financials Z
Price$39.18
Change+$0.26 (+0.67%)
VolumeN/A
Net Assets662.08M
T. Rowe Price Financial Services I
Price$46.63
Change+$0.37 (+0.80%)
VolumeN/A
Net Assets2B
FIKBX vs TFIFX Comparison Chart in %
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FIKBX vs. TFIFX commentary
Jul 01, 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 TFIFX is a Buy.
FUNDAMENTALS
Fundamentals
TFIFX has more cash in the bank: 2B vs. FIKBX (662M). FIKBX pays higher dividends than TFIFX: FIKBX (1.50) vs TFIFX (1.19). FIKBX was incepted earlier than TFIFX: FIKBX (7 years) vs TFIFX (9 years). TFIFX (0.79) 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 : 26.18 vs. TFIFX (20.11). FIKBX return over 5 years is better than : 138.80 vs. TFIFX (129.62).
| FIKBX | TFIFX | FIKBX / TFIFX | |
| Total Expense Ratio | 0.60 | 0.78 | 77% |
| Annual Report Gross Expense Ratio | 0.60 | 0.79 | 76% |
| Fund Existence | 7 years | 9 years | - |
| Gain YTD | 7.306 | 8.796 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 662M | 2B | 33% |
| Annual Yield % from dividends | 1.50 | 1.19 | 126% |
| Returns for 1 year | 26.18 | 20.11 | 130% |
| Returns for 3 years | 61.66 | 61.45 | 100% |
| Returns for 5 years | 138.80 | 129.62 | 107% |
| Returns for 10 years | N/A | N/A | - |
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