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FIKVX vs JULCX
FIKVX vs JULCX Comparison
Open Charts FIKVX vs JULCX
Fidelity Advisor Asset Manager 20% Z
Price$13.78
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets5.44B
JHancock Multimanager Lifestyle Cnsrv R6
Price$11.96
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets1.58B
FIKVX vs JULCX Comparison Chart
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FIKVX vs. JULCX commentary
Jun 08, 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: 5.44B vs. JULCX (1.58B). JULCX pays higher dividends than FIKVX: JULCX (4.22) vs FIKVX (3.28). 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 : 6.57 vs. FIKVX (6.09). FIKVX return over 5 years is better than : 13.89 vs. JULCX (10.63).
| 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 | 3.223 | 3.148 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.44B | 1.58B | 344% |
| Annual Yield % from dividends | 3.28 | 4.22 | 78% |
| Returns for 1 year | 6.09 | 6.57 | 93% |
| Returns for 3 years | 11.53 | 11.66 | 99% |
| Returns for 5 years | 13.89 | 10.63 | 131% |
| Returns for 10 years | N/A | 24.41 | - |
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