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FIKVX vs JULCX
FIKVX vs JULCX Comparison
Open Charts FIKVX vs JULCX
Fidelity Advisor Asset Manager 20% Z
Price$13.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.41B
JHancock Multimanager Lifestyle Cnsrv R6
Price$11.58
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets1.56B
FIKVX vs JULCX Comparison Chart
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FIKVX vs. JULCX commentary
Apr 19, 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: 5.41B vs. JULCX (1.56B). JULCX pays higher dividends than FIKVX: JULCX (4.28) vs FIKVX (3.36). FIKVX was incepted earlier than JULCX: FIKVX (7 years) vs JULCX (14 years). JULCX (0.83) is less costly to investors than FIKVX (0.46). FIKVX is a more actively managed with annual turnover of: 28.00 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 : 6.09 vs. FIKVX (5.35). FIKVX return over 5 years is better than : 14.36 vs. JULCX (12.36).
| FIKVX | JULCX | FIKVX / JULCX | |
| Total Expense Ratio | 0.46 | 0.83 | 55% |
| Annual Report Gross Expense Ratio | 0.46 | 0.83 | 55% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | -0.268 | -0.296 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.41B | 1.56B | 347% |
| Annual Yield % from dividends | 3.36 | 4.28 | 79% |
| Returns for 1 year | 5.35 | 6.09 | 88% |
| Returns for 3 years | 5.87 | 5.83 | 101% |
| Returns for 5 years | 14.36 | 12.36 | 116% |
| Returns for 10 years | N/A | 18.39 | - |
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