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FIKVX vs PACRX
FIKVX vs PACRX Comparison
Open Charts FIKVX vs PACRX
Fidelity Advisor Asset Manager 20% Z
Price$13.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.41B
Putnam Dynamic Asset Allocation Cnsrv R
Price$10.74
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets553.17M
FIKVX vs PACRX Comparison Chart
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FIKVX vs. PACRX 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 PACRX is a Buy.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.41B vs. PACRX (553M). FIKVX pays higher dividends than PACRX: FIKVX (3.36) vs PACRX (3.11). FIKVX was incepted earlier than PACRX: FIKVX (7 years) vs PACRX (22 years). PACRX (1.25) is less costly to investors than FIKVX (0.46). PACRX is a more actively managed with annual turnover of: 372.00 vs. FIKVX (28.00). FIKVX (0) and PACRX (0) have matching initial minimum investment requirements. FIKVX annual gain was more profitable for investors over the last year : 5.35 vs. PACRX (4.31). FIKVX return over 5 years is better than : 14.36 vs. PACRX (7.05).
| FIKVX | PACRX | FIKVX / PACRX | |
| Total Expense Ratio | 0.46 | 1.25 | 37% |
| Annual Report Gross Expense Ratio | 0.46 | 1.25 | 37% |
| Fund Existence | 7 years | 22 years | - |
| Gain YTD | -0.268 | -1.723 | 16% |
| 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 | 3.11 | 108% |
| Returns for 1 year | 5.35 | 4.31 | 124% |
| Returns for 3 years | 5.87 | 4.04 | 145% |
| Returns for 5 years | 14.36 | 7.05 | 204% |
| Returns for 10 years | N/A | 10.62 | - |
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