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FASIX vs FTCWX
FASIX vs FTCWX Comparison
Open Charts FASIX vs FTCWX
Fidelity Asset Manager 20%
Price$13.64
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets5.37B
Fidelity Advisor Asset Manager 20% C
Price$13.45
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets5.37B
FASIX vs FTCWX Comparison Chart
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FASIX vs. FTCWX commentary
May 09, 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 FASIX is a Buy and FTCWX is a Buy.
FUNDAMENTALS
Fundamentals
FASIX (5.37B) and FTCWX (5.37B) have equal amount of cash in the bank . FASIX pays higher dividends than FTCWX: FASIX (3.29) vs FTCWX (2.28). FASIX was incepted earlier than FTCWX: FASIX (33 years) vs FTCWX (19 years). FTCWX (1.52) is less costly to investors than FASIX (0.49). FASIX (24.00) and FTCWX (24.00) have comparable annual turnover. FASIX (0) and FTCWX (0) have matching initial minimum investment requirements. FASIX (500) and FTCWX (500) have similar IRA initial investment minimum. FASIX annual gain was more profitable for investors over the last year : 5.42 vs. FTCWX (4.63). FASIX return over 5 years is better than : 15.26 vs. FTCWX (9.37).
| FASIX | FTCWX | FASIX / FTCWX | |
| Total Expense Ratio | 0.49 | 1.52 | 32% |
| Annual Report Gross Expense Ratio | 0.49 | 1.52 | 32% |
| Fund Existence | 33 years | 19 years | - |
| Gain YTD | 1.455 | 1.151 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | 500 | 100% |
| Net Assets | 5.37B | 5.37B | 100% |
| Annual Yield % from dividends | 3.29 | 2.28 | 144% |
| Returns for 1 year | 5.42 | 4.63 | 117% |
| Returns for 3 years | 10.40 | 7.81 | 133% |
| Returns for 5 years | 15.26 | 9.37 | 163% |
| Returns for 10 years | 23.85 | 11.78 | 202% |
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