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FIKVX vs PACDX
FIKVX vs PACDX Comparison
Open Charts FIKVX vs PACDX
Fidelity Advisor Asset Manager 20% Z
Price$13.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.41B
Putnam Dynamic Asset Allocation Cnsrv R5
Price$10.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets553.17M
FIKVX vs PACDX Comparison Chart
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FIKVX vs. PACDX commentary
Apr 19, 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: 5.41B vs. PACDX (553M). PACDX pays higher dividends than FIKVX: PACDX (3.74) vs FIKVX (3.36). 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 (28.00). FIKVX (0) and PACDX (0) have matching initial minimum investment requirements. FIKVX annual gain was more profitable for investors over the last year : 5.35 vs. PACDX (5.00). FIKVX return over 5 years is better than : 14.36 vs. PACDX (9.62).
| 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 | -0.268 | -1.463 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.41B | 553M | 978% |
| Annual Yield % from dividends | 3.36 | 3.74 | 90% |
| Returns for 1 year | 5.35 | 5.00 | 107% |
| Returns for 3 years | 5.87 | 5.68 | 103% |
| Returns for 5 years | 14.36 | 9.62 | 149% |
| Returns for 10 years | N/A | 15.60 | - |
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