EVFCX
Price
$9.78
Change
-$0.11 (-1.11%)
Updated
Dec 18 closing price
FIKVX
Price
$13.68
Change
-$0.13 (-0.94%)
Updated
Dec 18 closing price
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EVFCX vs FIKVX

Header iconEVFCX vs FIKVX Comparison
Open Charts EVFCX vs FIKVXBanner chart's image
E-Valuator Cnsv (15%-30%) RMS R4
Price$9.78
Change-$0.11 (-1.11%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 20% Z
Price$13.68
Change-$0.13 (-0.94%)
VolumeN/A
CapitalizationN/A
EVFCX vs FIKVX Comparison Chart
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EVFCX vs. FIKVX commentary
Dec 19, 2024

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 StrongBuy.

FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.37B vs. EVFCX (47.7M). 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). EVFCX annual gain was more profitable for investors over the last year : 7.04 vs. FIKVX (6.04). FIKVX return over 5 years is better than : 11.42 vs. EVFCX (3.51).
EVFCXFIKVXEVFCX / FIKVX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence9 years6 years-
Gain YTD6.5605.566118%
Front LoadN/AN/A-
Min. Initial Investment100000-
Min. Initial Investment IRAN/AN/A-
Net Assets47.7M5.37B1%
Annual Yield % from dividends3.593.22111%
Returns for 1 year7.046.04117%
Returns for 3 years-6.140.75-814%
Returns for 5 years3.5111.4231%
Returns for 10 years17.86N/A-
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