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FIKVX vs JULCX
FIKVX vs JULCX Comparison
Open Charts FIKVX vs JULCX
Fidelity Advisor Asset Manager 20% Z
Price$13.67
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets5.37B
JHancock Multimanager Lifestyle Cnsrv R6
Price$11.85
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets1.57B
FIKVX vs JULCX Comparison Chart
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FIKVX vs. JULCX commentary
May 13, 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: 5.37B vs. JULCX (1.57B). JULCX pays higher dividends than FIKVX: JULCX (4.27) vs FIKVX (3.32). 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 : 6.14 vs. FIKVX (5.54). FIKVX return over 5 years is better than : 16.23 vs. JULCX (14.50).
| 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 | 1.538 | 1.598 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.37B | 1.57B | 341% |
| Annual Yield % from dividends | 3.32 | 4.27 | 78% |
| Returns for 1 year | 5.54 | 6.14 | 90% |
| Returns for 3 years | 10.76 | 11.64 | 92% |
| Returns for 5 years | 16.23 | 14.50 | 112% |
| Returns for 10 years | N/A | 20.90 | - |
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