FIKBX
Price
$40.17
Change
+$0.40 (+1.01%)
Updated
Jul 3 closing price
Net Assets
690.98M
TFIFX
Price
$47.54
Change
+$0.48 (+1.02%)
Updated
Jul 3 closing price
Net Assets
2.06B
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FIKBX vs TFIFX

Header iconFIKBX vs TFIFX Comparison
Open Charts FIKBX vs TFIFXBanner chart's image
Fidelity Advisor Financials Z
Price$40.17
Change+$0.40 (+1.01%)
VolumeN/A
Net Assets690.98M
T. Rowe Price Financial Services I
Price$47.54
Change+$0.48 (+1.02%)
VolumeN/A
Net Assets2.06B
FIKBX vs TFIFX Comparison Chart in %
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FIKBX vs. TFIFX commentary
Jul 08, 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.

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FUNDAMENTALS
Fundamentals
TFIFX has more cash in the bank: 2.06B 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 : 29.66 vs. TFIFX (21.72). FIKBX return over 5 years is better than : 146.06 vs. TFIFX (131.17).
FIKBXTFIFXFIKBX / TFIFX
Total Expense Ratio0.600.7877%
Annual Report Gross Expense Ratio0.600.7976%
Fund Existence7 years9 years-
Gain YTD10.75311.80691%
Front LoadN/AN/A-
Min. Initial Investment0500000-
Min. Initial Investment IRAN/AN/A-
Net Assets691M2.06B34%
Annual Yield % from dividends1.441.14127%
Returns for 1 year29.6621.72137%
Returns for 3 years66.8567.02100%
Returns for 5 years146.06131.17111%
Returns for 10 yearsN/AN/A-
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