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FIKVX vs LBETX
FIKVX vs LBETX Comparison
Open Charts FIKVX vs LBETX
Fidelity Advisor Asset Manager 20% Z
Price$13.78
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets5.44B
LGM Risk Managed Total Return Ins
Price$11.19
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets14.97M
FIKVX vs LBETX Comparison Chart
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FIKVX vs. LBETX 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 LBETX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.44B vs. LBETX (15M). FIKVX pays higher dividends than LBETX: FIKVX (3.28) vs LBETX (0.93). FIKVX was incepted earlier than LBETX: FIKVX (7 years) vs LBETX (8 years). LBETX (3.03) is less costly to investors than FIKVX (0.46). LBETX is a more actively managed with annual turnover of: 355.00 vs. FIKVX (24.00). FIKVX has a lower initial minimum investment than LBETX: FIKVX (0) vs LBETX (5000). FIKVX annual gain was more profitable for investors over the last year : 5.79 vs. LBETX (3.98). LBETX return over 5 years is better than : 17.89 vs. FIKVX (13.56).
| FIKVX | LBETX | FIKVX / LBETX | |
| Total Expense Ratio | 0.46 | 2.79 | 16% |
| Annual Report Gross Expense Ratio | 0.46 | 3.03 | 15% |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | 2.924 | -0.886 | -330% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.44B | 15M | 36,273% |
| Annual Yield % from dividends | 3.28 | 0.93 | 355% |
| Returns for 1 year | 5.79 | 3.98 | 145% |
| Returns for 3 years | 11.21 | 19.75 | 57% |
| Returns for 5 years | 13.56 | 17.89 | 76% |
| Returns for 10 years | N/A | N/A | - |
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