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FIKVX vs MXCPX
FIKVX vs MXCPX Comparison
Open Charts FIKVX vs MXCPX
Fidelity Advisor Asset Manager 20% Z
Price$13.69
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets5.37B
Empower Conservative Profile I
Price$7.57
Change-$0.01 (-0.13%)
VolumeN/A
Net Assets1.36B
FIKVX vs MXCPX Comparison Chart
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FIKVX vs. MXCPX commentary
May 15, 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: 5.37B vs. MXCPX (1.36B). FIKVX pays higher dividends than MXCPX: FIKVX (3.32) 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). MXCPX is a more actively managed with annual turnover of: 26.00 vs. FIKVX (24.00). FIKVX (0) and MXCPX (0) have matching initial minimum investment requirements. FIKVX annual gain was more profitable for investors over the last year : 5.77 vs. MXCPX (4.28). FIKVX return over 5 years is better than : 16.39 vs. MXCPX (15.53).
| 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 | 1.836 | 2.156 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.37B | 1.36B | 394% |
| Annual Yield % from dividends | 3.32 | 3.10 | 107% |
| Returns for 1 year | 5.77 | 4.28 | 135% |
| Returns for 3 years | 11.08 | 6.55 | 169% |
| Returns for 5 years | 16.39 | 15.53 | 106% |
| Returns for 10 years | N/A | 12.40 | - |
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