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FIKVX vs JTLRX
FIKVX vs JTLRX Comparison
Open Charts FIKVX vs JTLRX
Fidelity Advisor Asset Manager 20% Z
Price$13.70
Change-$0.02 (-0.15%)
VolumeN/A
CapitalizationN/A
JHancock Multimanager Lifestyle Cnsrv R5
Price$11.93
Change-$0.01 (-0.08%)
VolumeN/A
CapitalizationN/A
FIKVX vs JTLRX Comparison Chart
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FIKVX vs. JTLRX commentary
Nov 15, 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 FIKVX is a StrongBuy and JTLRX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.27B vs. JTLRX (1.65B). JTLRX pays higher dividends than FIKVX: JTLRX (3.88) vs FIKVX (3.22). FIKVX was incepted earlier than JTLRX: FIKVX (6 years) vs JTLRX (19 years). FIKVX is a more actively managed with annual turnover of: 28.00 vs. JTLRX (15.00). FIKVX (0) and JTLRX (0) have matching initial minimum investment requirements. JTLRX annual gain was more profitable for investors over the last year : 12.02 vs. FIKVX (10.67). FIKVX return over 5 years is better than : 12.81 vs. JTLRX (8.72).
| FIKVX | JTLRX | FIKVX / JTLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 19 years | - |
| Gain YTD | 5.721 | 6.418 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.27B | 1.65B | 319% |
| Annual Yield % from dividends | 3.22 | 3.88 | 83% |
| Returns for 1 year | 10.67 | 12.02 | 89% |
| Returns for 3 years | 0.29 | -3.55 | -8% |
| Returns for 5 years | 12.81 | 8.72 | 147% |
| Returns for 10 years | N/A | 16.99 | - |
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