Interact to see
Advertisement
Advertisement
FIKBX vs TFIFX
FIKBX vs TFIFX Comparison
Open Charts FIKBX vs TFIFX
Fidelity Advisor Financials Z
Price$37.10
Change-$0.84 (-2.21%)
VolumeN/A
Net Assets662.08M
T. Rowe Price Financial Services I
Price$44.13
Change-$0.90 (-2.00%)
VolumeN/A
Net Assets1.91B
FIKBX vs TFIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIKBX vs. TFIFX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TFIFX has more cash in the bank: 1.91B 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 : 22.99 vs. TFIFX (15.59). FIKBX return over 5 years is better than : 118.08 vs. TFIFX (110.59).
| 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 | 2.288 | 3.786 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 662M | 1.91B | 35% |
| Annual Yield % from dividends | 1.50 | 1.19 | 126% |
| Returns for 1 year | 22.99 | 15.59 | 147% |
| Returns for 3 years | 57.92 | 58.03 | 100% |
| Returns for 5 years | 118.08 | 110.59 | 107% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement