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FIKBX vs TFIFX
FIKBX vs TFIFX Comparison
Open Charts FIKBX vs TFIFX
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.
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).
| 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 | 10.753 | 11.806 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 691M | 2.06B | 34% |
| Annual Yield % from dividends | 1.44 | 1.14 | 127% |
| Returns for 1 year | 29.66 | 21.72 | 137% |
| Returns for 3 years | 66.85 | 67.02 | 100% |
| Returns for 5 years | 146.06 | 131.17 | 111% |
| Returns for 10 years | N/A | N/A | - |
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