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FIKVX vs MXCPX
FIKVX vs MXCPX Comparison
Open Charts FIKVX vs MXCPX
Fidelity Advisor Asset Manager 20% Z
Price$13.70
Change-$0.02 (-0.15%)
VolumeN/A
CapitalizationN/A
Empower Conservative Profile I
Price$7.71
Change-$0.02 (-0.26%)
VolumeN/A
CapitalizationN/A
FIKVX vs MXCPX Comparison Chart
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FIKVX vs. MXCPX commentary
Nov 15, 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: 5.27B vs. MXCPX (1.18B). 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 : 10.67 vs. MXCPX (9.40). FIKVX return over 5 years is better than : 12.81 vs. MXCPX (8.25).
| 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 | 5.721 | 4.743 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.27B | 1.18B | 445% |
| Annual Yield % from dividends | 3.22 | 2.95 | 109% |
| Returns for 1 year | 10.67 | 9.40 | 114% |
| Returns for 3 years | 0.29 | -5.27 | -6% |
| Returns for 5 years | 12.81 | 8.25 | 155% |
| Returns for 10 years | N/A | 10.70 | - |
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