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FIKVX vs FTCWX
FIKVX vs FTCWX Comparison
Open Charts FIKVX vs FTCWX
Fidelity Advisor Asset Manager 20% Z
Price$13.55
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets5.41B
Fidelity Advisor Asset Manager 20% C
Price$13.39
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets5.41B
FIKVX vs FTCWX Comparison Chart
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FIKVX vs. FTCWX 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 FIKVX is a Buy and FTCWX is a Buy.
FUNDAMENTALS
Fundamentals
FIKVX (5.41B) and FTCWX (5.41B) have equal amount of cash in the bank . FIKVX pays higher dividends than FTCWX: FIKVX (3.36) vs FTCWX (2.31). FIKVX was incepted earlier than FTCWX: FIKVX (7 years) vs FTCWX (19 years). FTCWX (1.52) is less costly to investors than FIKVX (0.46). FIKVX (28.00) and FTCWX (28.00) have comparable annual turnover. FIKVX (0) and FTCWX (0) have matching initial minimum investment requirements. FIKVX annual gain was more profitable for investors over the last year : 5.35 vs. FTCWX (4.35). FIKVX return over 5 years is better than : 14.87 vs. FTCWX (8.80).
| FIKVX | FTCWX | FIKVX / FTCWX | |
| Total Expense Ratio | 0.46 | 1.52 | 30% |
| Annual Report Gross Expense Ratio | 0.46 | 1.52 | 30% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 0.104 | -0.206 | -50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 5.41B | 5.41B | 100% |
| Annual Yield % from dividends | 3.36 | 2.31 | 145% |
| Returns for 1 year | 5.35 | 4.35 | 123% |
| Returns for 3 years | 6.95 | 3.56 | 195% |
| Returns for 5 years | 14.87 | 8.80 | 169% |
| Returns for 10 years | N/A | 9.17 | - |
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