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FIKVX vs IRCPX
FIKVX vs IRCPX Comparison
Open Charts FIKVX vs IRCPX
Fidelity Advisor Asset Manager 20% Z
Price$14.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.51B
Voya Retirement Conservative Port I
Price$8.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets251.21M
FIKVX vs IRCPX Comparison Chart in %
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FIKVX vs. IRCPX commentary
Jul 05, 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 IRCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.51B vs. IRCPX (251M). FIKVX (3.26) and IRCPX (3.20) have matching dividends . FIKVX was incepted earlier than IRCPX: FIKVX (7 years) vs IRCPX (18 years). IRCPX (0.62) is less costly to investors than FIKVX (0.46). FIKVX is a more actively managed with annual turnover of: 24.00 vs. IRCPX (21.00). FIKVX (0) and IRCPX (0) have matching initial minimum investment requirements. FIKVX annual gain was more profitable for investors over the last year : 7.07 vs. IRCPX (5.79). FIKVX return over 5 years is better than : 14.95 vs. IRCPX (-2.43).
| FIKVX | IRCPX | FIKVX / IRCPX | |
| Total Expense Ratio | 0.46 | 0.62 | 74% |
| Annual Report Gross Expense Ratio | 0.46 | 0.62 | 74% |
| Fund Existence | 7 years | 18 years | - |
| Gain YTD | 4.716 | 4.726 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.51B | 251M | 2,194% |
| Annual Yield % from dividends | 3.26 | 3.20 | 102% |
| Returns for 1 year | 7.07 | 5.79 | 122% |
| Returns for 3 years | 15.62 | 3.12 | 500% |
| Returns for 5 years | 14.95 | -2.43 | -616% |
| Returns for 10 years | N/A | 9.32 | - |
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