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FIKVX vs MXKVX
FIKVX vs MXKVX Comparison
Open Charts FIKVX vs MXKVX
Fidelity Advisor Asset Manager 20% Z
Price$13.68
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets5.37B
Empower Conservative Profile Instl
Price$9.91
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.37B
FIKVX vs MXKVX Comparison Chart
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FIKVX vs. MXKVX commentary
May 24, 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 MXKVX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.37B vs. MXKVX (1.37B). FIKVX pays higher dividends than MXKVX: FIKVX (3.32) vs MXKVX (2.65). FIKVX was incepted earlier than MXKVX: FIKVX (7 years) vs MXKVX (10 years). MXKVX (0.50) is less costly to investors than FIKVX (0.46). MXKVX is a more actively managed with annual turnover of: 26.00 vs. FIKVX (24.00). FIKVX (0) and MXKVX (0) have matching initial minimum investment requirements. FIKVX annual gain was more profitable for investors over the last year : 5.53 vs. MXKVX (4.72). MXKVX return over 5 years is better than : 17.64 vs. FIKVX (14.92).
| FIKVX | MXKVX | FIKVX / MXKVX | |
| Total Expense Ratio | 0.46 | 0.42 | 110% |
| Annual Report Gross Expense Ratio | 0.46 | 0.50 | 92% |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | 1.836 | 2.165 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.37B | 1.37B | 393% |
| Annual Yield % from dividends | 3.32 | 2.65 | 125% |
| Returns for 1 year | 5.53 | 4.72 | 117% |
| Returns for 3 years | 11.00 | 9.01 | 122% |
| Returns for 5 years | 14.92 | 17.64 | 85% |
| Returns for 10 years | N/A | 23.99 | - |
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