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FIKVX vs MRCVX
FIKVX vs MRCVX Comparison
Open Charts FIKVX vs MRCVX
Fidelity Advisor Asset Manager 20% Z
Price$14.15
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets5.56B
MassMutual 20/80 Allocation R3
Price$9.25
Change+$0.03 (+0.33%)
VolumeN/A
Net Assets165.4M
FIKVX vs MRCVX Comparison Chart in %
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FIKVX vs. MRCVX commentary
Sep 04, 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 MRCVX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.56B vs. MRCVX (165M). FIKVX pays higher dividends than MRCVX: FIKVX (3.20) vs MRCVX (2.75). FIKVX was incepted earlier than MRCVX: FIKVX (7 years) vs MRCVX (11 years). MRCVX (1.27) is less costly to investors than FIKVX (0.46). FIKVX is a more actively managed with annual turnover of: 24.00 vs. MRCVX (16.00). FIKVX (0) and MRCVX (0) have matching initial minimum investment requirements. FIKVX annual gain was more profitable for investors over the last year : 5.90 vs. MRCVX (4.59). FIKVX return over 5 years is better than : 13.91 vs. MRCVX (2.75).
| FIKVX | MRCVX | FIKVX / MRCVX | |
| Total Expense Ratio | 0.46 | 1.27 | 36% |
| Annual Report Gross Expense Ratio | 0.46 | 1.27 | 36% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | 6.068 | 5.867 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.56B | 165M | 3,370% |
| Annual Yield % from dividends | 3.20 | 2.75 | 117% |
| Returns for 1 year | 5.90 | 4.59 | 128% |
| Returns for 3 years | 16.94 | 14.69 | 115% |
| Returns for 5 years | 13.91 | 2.75 | 506% |
| Returns for 10 years | N/A | 26.22 | - |
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