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EVFCX vs FIKVX
EVFCX vs FIKVX Comparison
Open Charts EVFCX vs FIKVX
E-Valuator Cnsv (15%-30%) RMS R4
Price$9.65
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets51.45M
Fidelity Advisor Asset Manager 20% Z
Price$13.62
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets5.64B
EVFCX vs FIKVX Comparison Chart
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EVFCX 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 EVFCX is a Hold and FIKVX is a Buy.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.64B vs. EVFCX (51.5M). EVFCX pays higher dividends than FIKVX: EVFCX (3.59) vs FIKVX (3.22). EVFCX was incepted earlier than FIKVX: EVFCX (9 years) vs FIKVX (6 years). EVFCX is a more actively managed with annual turnover of: 148.00 vs. FIKVX (28.00). FIKVX has a lower initial minimum investment than EVFCX: FIKVX (0) vs EVFCX (10000). FIKVX (6.91) and EVFCX (6.62) have marching annual gain over last year. FIKVX return over 5 years is better than : 11.61 vs. EVFCX (1.15).
| EVFCX | FIKVX | EVFCX / 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 | 0.521 | 0.591 | 88% |
| 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 | 3.59 | 3.22 | 111% |
| Returns for 1 year | 6.62 | 6.91 | 96% |
| Returns for 3 years | 3.95 | 2.83 | 140% |
| Returns for 5 years | 1.15 | 11.61 | 10% |
| Returns for 10 years | 15.62 | N/A | - |
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