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FIKBX vs TFIFX
FIKBX vs TFIFX Comparison
Open Charts FIKBX vs TFIFX
Fidelity Advisor Financials Z
Price$40.07
Change+$0.25 (+0.63%)
VolumeN/A
Net Assets690.98M
T. Rowe Price Financial Services I
Price$47.73
Change+$0.28 (+0.59%)
VolumeN/A
Net Assets2.08B
FIKBX vs TFIFX Comparison Chart in %
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FIKBX vs. TFIFX commentary
Jul 27, 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: 2.08B vs. FIKBX (691M). FIKBX pays higher dividends than TFIFX: FIKBX (1.44) vs TFIFX (1.14). 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 : 21.53 vs. TFIFX (18.31). FIKBX return over 5 years is better than : 137.18 vs. TFIFX (123.50).
| 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 | 10.477 | 12.253 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 691M | 2.08B | 33% |
| Annual Yield % from dividends | 1.44 | 1.14 | 127% |
| Returns for 1 year | 21.53 | 18.31 | 118% |
| Returns for 3 years | 62.01 | 65.60 | 95% |
| Returns for 5 years | 137.18 | 123.50 | 111% |
| Returns for 10 years | N/A | N/A | - |
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