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FIKVX vs FTDWX
FIKVX vs FTDWX Comparison
Open Charts FIKVX vs FTDWX
Fidelity Advisor Asset Manager 20% Z
Price$13.55
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
FIKVX vs FTDWX Comparison Chart
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FIKVX 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 FIKVX is a Buy and FTDWX is a Buy.
FUNDAMENTALS
Fundamentals
FIKVX (5.41B) and FTDWX (5.41B) have equal amount of cash in the bank . FIKVX pays higher dividends than FTDWX: FIKVX (3.36) vs FTDWX (2.80). FIKVX was incepted earlier than FTDWX: FIKVX (7 years) vs FTDWX (19 years). FTDWX (1.02) is less costly to investors than FIKVX (0.46). FIKVX (28.00) and FTDWX (28.00) have comparable annual turnover. FIKVX (0) and FTDWX (0) have matching initial minimum investment requirements. FIKVX annual gain was more profitable for investors over the last year : 5.35 vs. FTDWX (4.84). FIKVX return over 5 years is better than : 14.87 vs. FTDWX (11.62).
| FIKVX | FTDWX | FIKVX / FTDWX | |
| Total Expense Ratio | 0.46 | 1.02 | 45% |
| Annual Report Gross Expense Ratio | 0.46 | 1.02 | 45% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 0.104 | -0.095 | -109% |
| Front Load | N/A | 4% | - |
| 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 | 2.80 | 120% |
| Returns for 1 year | 5.35 | 4.84 | 110% |
| Returns for 3 years | 6.95 | 5.19 | 134% |
| Returns for 5 years | 14.87 | 11.62 | 128% |
| Returns for 10 years | N/A | 14.79 | - |
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