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FIKVX vs JTLRX
FIKVX vs JTLRX Comparison
Open Charts FIKVX vs JTLRX
Fidelity Advisor Asset Manager 20% Z
Price$13.75
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets5.64B
JHancock Multimanager Lifestyle Cnsrv R5
Price$11.94
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.61B
FIKVX vs JTLRX Comparison Chart
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FIKVX vs. JTLRX commentary
Feb 24, 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 StrongBuy and JTLRX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.64B vs. JTLRX (1.61B). 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 : 7.92 vs. FIKVX (6.84). FIKVX return over 5 years is better than : 11.80 vs. JTLRX (8.33).
| 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 | 1.728 | 1.877 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.64B | 1.61B | 351% |
| Annual Yield % from dividends | 3.22 | 3.88 | 83% |
| Returns for 1 year | 6.84 | 7.92 | 86% |
| Returns for 3 years | 5.63 | 5.10 | 110% |
| Returns for 5 years | 11.80 | 8.33 | 142% |
| Returns for 10 years | N/A | 21.26 | - |
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