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EVFCX vs FIKVX
EVFCX vs FIKVX Comparison
Open Charts EVFCX vs FIKVX
E-Valuator Cnsv (15%-30%) RMS R4
Price$10.11
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets48.76M
Fidelity Advisor Asset Manager 20% Z
Price$14.11
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets5.49B
EVFCX vs FIKVX Comparison Chart in %
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EVFCX vs. FIKVX commentary
Aug 16, 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 EVFCX is a StrongBuy and FIKVX is a Buy.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.49B vs. EVFCX (48.8M). FIKVX (3.25) and EVFCX (3.23) have matching dividends . EVFCX was incepted earlier than FIKVX: EVFCX (9 years) vs FIKVX (7 years). EVFCX (1.47) is less costly to investors than FIKVX (0.46). EVFCX is a more actively managed with annual turnover of: 52.00 vs. FIKVX (24.00). FIKVX has a lower initial minimum investment than EVFCX: FIKVX (0) vs EVFCX (10000). EVFCX annual gain was more profitable for investors over the last year : 7.46 vs. FIKVX (6.44). FIKVX return over 5 years is better than : 14.33 vs. EVFCX (6.30).
| EVFCX | FIKVX | EVFCX / FIKVX | |
| Total Expense Ratio | 1.40 | 0.46 | 304% |
| Annual Report Gross Expense Ratio | 1.47 | 0.46 | 320% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | 7.117 | 6.068 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.8M | 5.49B | 1% |
| Annual Yield % from dividends | 3.23 | 3.25 | 100% |
| Returns for 1 year | 7.46 | 6.44 | 116% |
| Returns for 3 years | 16.59 | 13.62 | 122% |
| Returns for 5 years | 6.30 | 14.33 | 44% |
| Returns for 10 years | 19.48 | N/A | - |
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