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FIKVX vs LBETX
FIKVX vs LBETX Comparison
Open Charts FIKVX vs LBETX
Fidelity Advisor Asset Manager 20% Z
Price$14.13
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets5.49B
LGM Risk Managed Total Return Ins
Price$11.33
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets15.1M
FIKVX vs LBETX Comparison Chart in %
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FIKVX vs. LBETX commentary
Aug 27, 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 Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.49B vs. LBETX (15.1M). FIKVX pays higher dividends than LBETX: FIKVX (3.25) vs LBETX (0.91). 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: 169.00 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 : 5.66 vs. LBETX (2.36). LBETX return over 5 years is better than : 22.00 vs. FIKVX (13.92).
| 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 | 6.368 | 0.443 | 1,438% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.49B | 15.1M | 36,377% |
| Annual Yield % from dividends | 3.25 | 0.91 | 356% |
| Returns for 1 year | 5.66 | 2.36 | 240% |
| Returns for 3 years | 15.79 | 22.65 | 70% |
| Returns for 5 years | 13.92 | 22.00 | 63% |
| Returns for 10 years | N/A | N/A | - |
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