Ad is loading...
FIKVX vs JULCX
FIKVX vs JULCX Comparison
Open Charts FIKVX vs JULCX
Fidelity Advisor Asset Manager 20% Z
Price$13.62
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets5.64B
JHancock Multimanager Lifestyle Cnsrv R6
Price$11.79
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets1.61B
FIKVX vs JULCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIKVX vs. JULCX commentary
Jan 20, 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: 5.64B vs. JULCX (1.61B). 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 : 7.84 vs. FIKVX (6.91). FIKVX return over 5 years is better than : 11.61 vs. JULCX (8.23).
| 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 | 0.591 | 0.683 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.64B | 1.61B | 350% |
| Annual Yield % from dividends | 3.22 | 3.92 | 82% |
| Returns for 1 year | 6.91 | 7.84 | 88% |
| Returns for 3 years | 2.83 | 1.71 | 165% |
| Returns for 5 years | 11.61 | 8.23 | 141% |
| Returns for 10 years | N/A | 22.38 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...