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FIKVX vs JULCX
FIKVX vs JULCX Comparison
Open Charts FIKVX vs JULCX
Fidelity Advisor Asset Manager 20% Z
Price$13.97
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.51B
JHancock Multimanager Lifestyle Cnsrv R6
Price$12.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.59B
FIKVX vs JULCX Comparison Chart in %
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FIKVX vs. JULCX commentary
Jul 09, 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 JULCX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.51B vs. JULCX (1.59B). JULCX pays higher dividends than FIKVX: JULCX (4.11) vs FIKVX (3.26). FIKVX was incepted earlier than JULCX: FIKVX (7 years) vs JULCX (14 years). JULCX (0.82) is less costly to investors than FIKVX (0.46). FIKVX is a more actively managed with annual turnover of: 24.00 vs. JULCX (16.00). 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 : 7.26 vs. FIKVX (6.30). FIKVX return over 5 years is better than : 14.04 vs. JULCX (11.66).
| FIKVX | JULCX | FIKVX / JULCX | |
| Total Expense Ratio | 0.46 | 0.82 | 56% |
| Annual Report Gross Expense Ratio | 0.46 | 0.82 | 56% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | 4.343 | 4.592 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.51B | 1.59B | 347% |
| Annual Yield % from dividends | 3.26 | 4.11 | 80% |
| Returns for 1 year | 6.30 | 7.26 | 87% |
| Returns for 3 years | 15.38 | 17.67 | 87% |
| Returns for 5 years | 14.04 | 11.66 | 120% |
| Returns for 10 years | N/A | 26.40 | - |
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