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FIKVX vs MXCPX
FIKVX vs MXCPX Comparison
Open Charts FIKVX vs MXCPX
Fidelity Advisor Asset Manager 20% Z
Price$13.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.41B
Empower Conservative Profile I
Price$7.39
Change+$0.01 (+0.14%)
VolumeN/A
Net Assets1.31B
FIKVX vs MXCPX Comparison Chart
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FIKVX vs. MXCPX commentary
Apr 19, 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 MXCPX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.41B vs. MXCPX (1.31B). FIKVX pays higher dividends than MXCPX: FIKVX (3.36) vs MXCPX (3.10). FIKVX was incepted earlier than MXCPX: FIKVX (7 years) vs MXCPX (26 years). MXCPX (0.85) is less costly to investors than FIKVX (0.46). FIKVX is a more actively managed with annual turnover of: 28.00 vs. MXCPX (26.00). FIKVX (0) and MXCPX (0) have matching initial minimum investment requirements. FIKVX annual gain was more profitable for investors over the last year : 5.35 vs. MXCPX (3.74). FIKVX return over 5 years is better than : 14.36 vs. MXCPX (12.03).
| FIKVX | MXCPX | FIKVX / MXCPX | |
| Total Expense Ratio | 0.46 | 0.77 | 60% |
| Annual Report Gross Expense Ratio | 0.46 | 0.85 | 54% |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | -0.268 | -0.404 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.41B | 1.31B | 412% |
| Annual Yield % from dividends | 3.36 | 3.10 | 108% |
| Returns for 1 year | 5.35 | 3.74 | 143% |
| Returns for 3 years | 5.87 | 0.49 | 1,199% |
| Returns for 5 years | 14.36 | 12.03 | 119% |
| Returns for 10 years | N/A | 9.71 | - |
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