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EVCLX vs FIKVX
EVCLX vs FIKVX Comparison
Open Charts EVCLX vs FIKVX
E-Valuator Cnsv (15%-30%) RMS Service
Price$9.61
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets51.45M
Fidelity Advisor Asset Manager 20% Z
Price$13.62
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets5.64B
EVCLX vs FIKVX Comparison Chart
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EVCLX vs. FIKVX commentary
Jan 20, 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 EVCLX is a Hold and FIKVX is a Buy.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.64B vs. EVCLX (51.5M). EVCLX pays higher dividends than FIKVX: EVCLX (3.99) vs FIKVX (3.22). EVCLX was incepted earlier than FIKVX: EVCLX (9 years) vs FIKVX (6 years). EVCLX is a more actively managed with annual turnover of: 148.00 vs. FIKVX (28.00). FIKVX has a lower initial minimum investment than EVCLX: FIKVX (0) vs EVCLX (10000). EVCLX (7.09) and FIKVX (6.91) have marching annual gain over last year. FIKVX return over 5 years is better than : 11.61 vs. EVCLX (3.11).
| EVCLX | FIKVX | EVCLX / FIKVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 0.628 | 0.591 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.5M | 5.64B | 1% |
| Annual Yield % from dividends | 3.99 | 3.22 | 124% |
| Returns for 1 year | 7.09 | 6.91 | 103% |
| Returns for 3 years | 5.25 | 2.83 | 185% |
| Returns for 5 years | 3.11 | 11.61 | 27% |
| Returns for 10 years | N/A | N/A | - |
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