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Issuers / Versus
Swap sidesChange issuersFidelity made investors more money ($8.3B). T. Rowe Price had more funds that made money (79%).
Matchups ledof 10 called
T. Rowe Price leads
5of 10 called1Y · bold = leads · lower fee wins
Fidelity leads
5of 10 calledShare of its funds that made money · 1Y · open one to see every fund
Every dot is one thematic fund, placed at its 1-year return. Right of the dashed line = made money; grey = lost. The ringed dot is the middle fund. Small sample: fewer than 3 funds on a side.
| Box score · Thematic | T. Rowe Price | Fidelity |
|---|---|---|
| Funds in the category | 1 | 8 |
| Made money (W–L) | 0–0 | 5–3 |
| Win % | — | 63% |
| Money made | — | $97M |
| Typical return | — | +8.9% |
| Launches · 2026 | 1 | 0 |
| Assets | $19M | $984M |
| Fee per $100 | $0.49 | $0.47 |
The biggest thematic funds on each side
| Fund | Name | Assets ▼ | 1Y |
|---|---|---|---|
| TNXT | T. Rowe Price Innovation Leaders ETF | $19M | — |
Pairs that hold the same market · fee per $100 a year · returns within 0.1 points tie
| T. Rowe Price | Fee | 1Y | 5Y / yr | Market · fee · 1Y · 5Y | 5Y / yr | 1Y | Fee | Fidelity |
|---|---|---|---|---|---|---|---|---|
| US stocks | ||||||||
| TCHP | $0.57 | −4.8% | +7.5% | Large growth | +10.9% | +4.4% | $0.57 | FBCG |
| TVAL | $0.33 | +28.8% | — | Large value | +10.9% | +31.2% | $0.57 | FBCV |
| International | ||||||||
| TEMR | $0.40 | — | — | Emerging markets | — | +15.8% | $0.60 | FFEM |
| Bonds & cash | ||||||||
| TAXE | $0.24 | +1.3% | — | Intermediate Municipal Income | — | — | $0.31 | FIMU |
| Sectors | ||||||||
| TTEQ | $0.63 | +9.5% | — | US tech | +17.2% | +15.7% | $0.08 | FTEC |
| TMED | $0.44 | +20.3% | — | Health care | +7.6% | +28.6% | $0.08 | FHLC |
| TFNS | $0.44 | +14.3% | — | Financials | +9.0% | +12.0% | $0.08 | FNCL |
| Income | ||||||||
| TDVG | $0.50 | +16.1% | +9.8% | Dividend stocks | +13.3% | +14.3% | $0.15 | FDVV |
| Buffered | ||||||||
| THEQ | $0.73 | +7.0% | — | Hedged Equity | — | +7.2% | $0.52 | FHEQ |
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged.Not advice