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EVVLX vs FIKVX
EVVLX vs FIKVX Comparison
Open Charts EVVLX vs FIKVX
E-Valuator Very Cnsrv(0%-15%)RMS Service
Price$9.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets21.3M
Fidelity Advisor Asset Manager 20% Z
Price$14.16
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets5.49B
EVVLX vs FIKVX Comparison Chart in %
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EVVLX vs. FIKVX commentary
Aug 28, 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 EVVLX is a StrongBuy and FIKVX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.49B vs. EVVLX (21.3M). EVVLX pays higher dividends than FIKVX: EVVLX (4.08) vs FIKVX (3.25). EVVLX was incepted earlier than FIKVX: EVVLX (9 years) vs FIKVX (7 years). EVVLX (1.26) is less costly to investors than FIKVX (0.46). EVVLX is a more actively managed with annual turnover of: 75.00 vs. FIKVX (24.00). FIKVX has a lower initial minimum investment than EVVLX: FIKVX (0) vs EVVLX (10000). FIKVX annual gain was more profitable for investors over the last year : 5.74 vs. EVVLX (5.29). FIKVX return over 5 years is better than : 13.84 vs. EVVLX (7.10).
| EVVLX | FIKVX | EVVLX / FIKVX | |
| Total Expense Ratio | 1.09 | 0.46 | 237% |
| Annual Report Gross Expense Ratio | 1.26 | 0.46 | 274% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | 6.480 | 6.293 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3M | 5.49B | 0% |
| Annual Yield % from dividends | 4.08 | 3.25 | 126% |
| Returns for 1 year | 5.29 | 5.74 | 92% |
| Returns for 3 years | 13.94 | 15.71 | 89% |
| Returns for 5 years | 7.10 | 13.84 | 51% |
| Returns for 10 years | N/A | N/A | - |
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