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FIKBX vs TFIFX
FIKBX vs TFIFX Comparison
Open Charts FIKBX vs TFIFX
Fidelity Advisor Financials Z
Price$38.13
Change+$0.63 (+1.68%)
VolumeN/A
Net Assets662.08M
T. Rowe Price Financial Services I
Price$45.16
Change+$0.69 (+1.55%)
VolumeN/A
Net Assets1.93B
FIKBX vs TFIFX Comparison Chart
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FIKBX vs. TFIFX commentary
Jun 07, 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: 1.93B 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 : 22.83 vs. TFIFX (14.96). FIKBX (102.38) and TFIFX (97.41) have equivalent 5 years return.
| 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 | 3.391 | 4.586 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 662M | 1.93B | 34% |
| Annual Yield % from dividends | 1.50 | 1.19 | 126% |
| Returns for 1 year | 22.83 | 14.96 | 153% |
| Returns for 3 years | 41.50 | 41.89 | 99% |
| Returns for 5 years | 102.38 | 97.41 | 105% |
| Returns for 10 years | N/A | N/A | - |
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