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FIKVX vs PACDX
FIKVX vs PACDX Comparison
Open Charts FIKVX vs PACDX
Fidelity Advisor Asset Manager 20% Z
Price$13.78
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets5.44B
Putnam Dynamic Asset Allocation Cnsrv R5
Price$10.87
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets561.97M
FIKVX vs PACDX Comparison Chart
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FIKVX vs. PACDX commentary
Jun 07, 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 PACDX is a Buy.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.44B vs. PACDX (562M). PACDX pays higher dividends than FIKVX: PACDX (3.45) vs FIKVX (3.28). FIKVX was incepted earlier than PACDX: FIKVX (7 years) vs PACDX (13 years). PACDX (0.74) is less costly to investors than FIKVX (0.46). PACDX is a more actively managed with annual turnover of: 372.00 vs. FIKVX (24.00). FIKVX (0) and PACDX (0) have matching initial minimum investment requirements. FIKVX annual gain was more profitable for investors over the last year : 6.09 vs. PACDX (5.40). FIKVX return over 5 years is better than : 13.89 vs. PACDX (10.35).
| FIKVX | PACDX | FIKVX / PACDX | |
| Total Expense Ratio | 0.46 | 0.74 | 62% |
| Annual Report Gross Expense Ratio | 0.46 | 0.74 | 62% |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 3.223 | 3.125 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.44B | 562M | 968% |
| Annual Yield % from dividends | 3.28 | 3.45 | 95% |
| Returns for 1 year | 6.09 | 5.40 | 113% |
| Returns for 3 years | 11.53 | 12.75 | 90% |
| Returns for 5 years | 13.89 | 10.35 | 134% |
| Returns for 10 years | N/A | 23.12 | - |
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