Ad is loading...
EVCLX vs FIKVX
EVCLX vs FIKVX Comparison
Open Charts EVCLX vs FIKVX
E-Valuator Cnsv (15%-30%) RMS Service
Price$9.46
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets47.86M
Fidelity Advisor Asset Manager 20% Z
Price$13.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.41B
EVCLX vs FIKVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EVCLX vs. FIKVX commentary
Apr 19, 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: 5.41B vs. EVCLX (47.9M). EVCLX pays higher dividends than FIKVX: EVCLX (3.92) vs FIKVX (3.36). EVCLX was incepted earlier than FIKVX: EVCLX (9 years) vs FIKVX (7 years). EVCLX (1.08) is less costly to investors than FIKVX (0.46). EVCLX is a more actively managed with annual turnover of: 52.00 vs. FIKVX (28.00). FIKVX has a lower initial minimum investment than EVCLX: FIKVX (0) vs EVCLX (10000). FIKVX annual gain was more profitable for investors over the last year : 5.35 vs. EVCLX (4.41). FIKVX return over 5 years is better than : 14.36 vs. EVCLX (9.57).
| EVCLX | FIKVX | EVCLX / FIKVX | |
| Total Expense Ratio | 1.01 | 0.46 | 220% |
| Annual Report Gross Expense Ratio | 1.08 | 0.46 | 235% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | -0.942 | -0.268 | 352% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.9M | 5.41B | 1% |
| Annual Yield % from dividends | 3.92 | 3.36 | 117% |
| Returns for 1 year | 4.41 | 5.35 | 82% |
| Returns for 3 years | 6.87 | 5.87 | 117% |
| Returns for 5 years | 9.57 | 14.36 | 67% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers