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FIKVX vs MXCPX
FIKVX vs MXCPX Comparison
Open Charts FIKVX vs MXCPX
Fidelity Advisor Asset Manager 20% Z
Price$13.68
Change-$0.13 (-0.94%)
VolumeN/A
CapitalizationN/A
Empower Conservative Profile I
Price$7.65
Change-$0.08 (-1.03%)
VolumeN/A
CapitalizationN/A
FIKVX vs MXCPX Comparison Chart
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FIKVX vs. MXCPX commentary
Dec 19, 2024
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 StrongBuy and MXCPX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.37B vs. MXCPX (1.21B). FIKVX pays higher dividends than MXCPX: FIKVX (3.22) vs MXCPX (2.95). FIKVX was incepted earlier than MXCPX: FIKVX (6 years) vs MXCPX (25 years). FIKVX is a more actively managed with annual turnover of: 28.00 vs. MXCPX (14.00). FIKVX (0) and MXCPX (0) have matching initial minimum investment requirements. FIKVX annual gain was more profitable for investors over the last year : 6.04 vs. MXCPX (4.86). FIKVX return over 5 years is better than : 11.42 vs. MXCPX (7.17).
| FIKVX | MXCPX | FIKVX / MXCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 5.566 | 4.743 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.37B | 1.21B | 445% |
| Annual Yield % from dividends | 3.22 | 2.95 | 109% |
| Returns for 1 year | 6.04 | 4.86 | 124% |
| Returns for 3 years | 0.75 | -4.17 | -18% |
| Returns for 5 years | 11.42 | 7.17 | 159% |
| Returns for 10 years | N/A | 10.57 | - |
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