Fidelity Investments vs T. Rowe Price
On overall TruNorth grade, T. Rowe Price scores higher (Fidelity Investments: C, T. Rowe Price: B). Both graded from public records across nine values categories.
Political donations
No public record found.
FEC: $938K in executive political donations; partisan lean split across 21 executive donors.
Environment
Net Zero Asset Managers active member (signed 2021) under Glasgow Financial Alliance for Net Zero (GFANZ) umbrella.
No public record found.
Labor
14 federal penalties totaling $54.1M since 2000 (Violation Tracker).
1 federal penalties totaling $7.0M since 2000 (Violation Tracker).
DEI
No public record found.
EEO-1 workforce demographics on federal record (FY2018, DOL OFCCP FOIA release): 6,360 US employees — 44.8% women, 27.6% racial/ethnic minorities; management 44.6% women, 17.3% minorities.
Charity
$100M reported corporate giving in 2024 (~0.30% of revenue) via Fidelity Charitable.
$16M reported corporate giving in 2024 (~0.23% of revenue) via T. Rowe Price Foundation. Operates the T Rowe Price Foundation: $12.4M in charitable contributions, gifts & grants paid (FY2023, IRS Form 990-PF).
Animal testing
No public record found.
No public record found.
Firearms
No public record found.
No public record found.
Privacy
Terms-of-service privacy grade D (poor) via ToS;DR (tosdr.org), CC BY-SA 3.0 — transformed to TruNorth's scale.
No public record found.
Executive pay
No public record found.
No public record found.
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