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FIKVX vs JULCX
FIKVX vs JULCX Comparison
Open Charts FIKVX vs JULCX
Fidelity Advisor Asset Manager 20% Z
Price$13.68
Change-$0.13 (-0.94%)
VolumeN/A
CapitalizationN/A
JHancock Multimanager Lifestyle Cnsrv R6
Price$11.89
Change-$0.11 (-0.92%)
VolumeN/A
CapitalizationN/A
FIKVX vs JULCX Comparison Chart
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FIKVX vs. JULCX commentary
Dec 19, 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 JULCX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.37B vs. JULCX (1.64B). JULCX pays higher dividends than FIKVX: JULCX (3.92) vs FIKVX (3.22). FIKVX was incepted earlier than JULCX: FIKVX (6 years) vs JULCX (13 years). FIKVX is a more actively managed with annual turnover of: 28.00 vs. JULCX (15.00). FIKVX has a lower initial minimum investment than JULCX: FIKVX (0) vs JULCX (1000000). JULCX annual gain was more profitable for investors over the last year : 6.79 vs. FIKVX (6.04). FIKVX return over 5 years is better than : 11.42 vs. JULCX (7.32).
| FIKVX | JULCX | FIKVX / JULCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | 5.566 | 6.194 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.37B | 1.64B | 328% |
| Annual Yield % from dividends | 3.22 | 3.92 | 82% |
| Returns for 1 year | 6.04 | 6.79 | 89% |
| Returns for 3 years | 0.75 | -2.67 | -28% |
| Returns for 5 years | 11.42 | 7.32 | 156% |
| Returns for 10 years | N/A | 18.02 | - |
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