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FIKBX vs TFIFX
FIKBX vs TFIFX Comparison
Open Charts FIKBX vs TFIFX
Fidelity Advisor Financials Z
Price$38.80
Change+$0.34 (+0.88%)
VolumeN/A
Net Assets635.41M
T. Rowe Price Financial Services I
Price$45.61
Change+$0.41 (+0.91%)
VolumeN/A
Net Assets1.96B
FIKBX vs TFIFX Comparison Chart
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FIKBX vs. TFIFX commentary
Jan 31, 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: 1.96B vs. FIKBX (635M). FIKBX pays higher dividends than TFIFX: FIKBX (2.23) vs TFIFX (1.97). FIKBX was incepted earlier than TFIFX: FIKBX (6 years) vs TFIFX (8 years). FIKBX is a more actively managed with annual turnover of: 55.00 vs. TFIFX (30.20). 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 : 34.48 vs. TFIFX (27.98). FIKBX return over 5 years is better than : 82.00 vs. TFIFX (76.52).
| FIKBX | TFIFX | FIKBX / TFIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 8 years | - |
| Gain YTD | 6.038 | 7.267 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 635M | 1.96B | 32% |
| Annual Yield % from dividends | 2.23 | 1.97 | 114% |
| Returns for 1 year | 34.48 | 27.98 | 123% |
| Returns for 3 years | 32.99 | 32.44 | 102% |
| Returns for 5 years | 82.00 | 76.52 | 107% |
| Returns for 10 years | N/A | N/A | - |
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