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FIKVX vs PACDX
FIKVX vs PACDX Comparison
Open Charts FIKVX vs PACDX
Fidelity Advisor Asset Manager 20% Z
Price$13.70
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets5.64B
Putnam Dynamic Asset Allocation Cnsrv R5
Price$10.85
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets582.07M
FIKVX vs PACDX Comparison Chart
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FIKVX vs. PACDX commentary
Feb 01, 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 Hold and PACDX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.64B vs. PACDX (582M). FIKVX pays higher dividends than PACDX: FIKVX (3.22) vs PACDX (2.39). FIKVX was incepted earlier than PACDX: FIKVX (6 years) vs PACDX (13 years). PACDX is a more actively managed with annual turnover of: 456.00 vs. FIKVX (28.00). FIKVX (0) and PACDX (0) have matching initial minimum investment requirements. PACDX annual gain was more profitable for investors over the last year : 9.00 vs. FIKVX (6.32). FIKVX return over 5 years is better than : 12.26 vs. PACDX (10.64).
| FIKVX | PACDX | FIKVX / PACDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | 1.108 | 1.910 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.64B | 582M | 969% |
| Annual Yield % from dividends | 3.22 | 2.39 | 135% |
| Returns for 1 year | 6.32 | 9.00 | 70% |
| Returns for 3 years | 3.36 | 3.46 | 97% |
| Returns for 5 years | 12.26 | 10.64 | 115% |
| Returns for 10 years | N/A | 21.73 | - |
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