FASIX
Price
$13.35
Change
+$0.03 (+0.23%)
Updated
Feb 23, 6:59 PM EST
FTDWX
Price
$13.29
Change
+$0.04 (+0.30%)
Updated
Feb 23, 6:59 PM EST
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Analysis and predictions FASIX vs FTDWX

Header iconFASIX vs FTDWX Comparison
Open Charts FASIX vs FTDWXBanner chart's image
Fidelity Asset Manager 20%
Price$13.35
Change+$0.03 (+0.23%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 20% M
Price$13.29
Change+$0.04 (+0.30%)
VolumeN/A
CapitalizationN/A
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FASIX vs FTDWX Comparison Chart

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VS
FASIX vs. FTDWX commentary
Feb 25, 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 FASIX is a Hold and FTDWX is a Hold.

FUNDAMENTALS
Fundamentals
FASIX (5.51B) and FTDWX (5.51B) have equal amount of cash in the bank . FASIX pays higher dividends than FTDWX: FASIX (3.16) vs FTDWX (2.63). FASIX was incepted earlier than FTDWX: FASIX (31 years) vs FTDWX (17 years). FTDWX (1.07) is less costly to investors than FASIX (0.52). 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 : 6.78 vs. FTDWX (6.21). FASIX return over 5 years is better than : 13.05 vs. FTDWX (9.25).
FASIXFTDWXFASIX / FTDWX
Total Expense Ratio0.521.0749%
Annual Report Gross Expense Ratio0.521.0749%
Fund Existence31 years17 years-
Gain YTD0.5040.468108%
Front LoadN/A4%-
Min. Initial Investment00-
Min. Initial Investment IRA500500100%
Net Assets5.51B5.51B100%
Annual Yield % from dividends3.162.63120%
Returns for 1 year6.786.21109%
Returns for 3 years-1.17-3.3834%
Returns for 5 years13.059.25141%
Returns for 10 years17.8210.58168%
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