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FASIX vs FTDWX
FASIX vs FTDWX Comparison
Open Charts FASIX vs FTDWX
Fidelity Asset Manager 20%
Price$13.56
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets5.41B
Fidelity Advisor Asset Manager 20% M
Price$13.50
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets5.41B
FASIX vs FTDWX Comparison Chart
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FASIX vs. FTDWX commentary
Apr 25, 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 FTDWX is a Buy.
FUNDAMENTALS
Fundamentals
FASIX (5.41B) and FTDWX (5.41B) have equal amount of cash in the bank . FASIX pays higher dividends than FTDWX: FASIX (3.32) vs FTDWX (2.80). FASIX was incepted earlier than FTDWX: FASIX (33 years) vs FTDWX (19 years). FTDWX (1.02) is less costly to investors than FASIX (0.49). FASIX (28.00) and FTDWX (28.00) have comparable annual turnover. FASIX (0) and FTDWX (0) have matching initial minimum investment requirements. FASIX (500) and FTDWX (500) have similar IRA initial investment minimum. FASIX annual gain was more profitable for investors over the last year : 5.38 vs. FTDWX (4.84). FASIX return over 5 years is better than : 14.77 vs. FTDWX (11.62).
| FASIX | FTDWX | FASIX / FTDWX | |
| Total Expense Ratio | 0.49 | 1.02 | 48% |
| Annual Report Gross Expense Ratio | 0.49 | 1.02 | 48% |
| Fund Existence | 33 years | 19 years | - |
| Gain YTD | 0.104 | -0.095 | -109% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | 500 | 100% |
| Net Assets | 5.41B | 5.41B | 100% |
| Annual Yield % from dividends | 3.32 | 2.80 | 119% |
| Returns for 1 year | 5.38 | 4.84 | 111% |
| Returns for 3 years | 6.92 | 5.19 | 133% |
| Returns for 5 years | 14.77 | 11.62 | 127% |
| Returns for 10 years | 21.53 | 14.79 | 146% |
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