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FIKVX vs PFIFX
FIKVX vs PFIFX Comparison
Open Charts FIKVX vs PFIFX
Fidelity Advisor Asset Manager 20% Z
Price$13.71
Change+$0.03 (+0.22%)
VolumeN/A
CapitalizationN/A
Principal SAM Flexible Income R5
Price$12.12
Change+$0.04 (+0.33%)
VolumeN/A
CapitalizationN/A
FIKVX vs PFIFX Comparison Chart
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FIKVX vs. PFIFX commentary
Dec 26, 2024
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 StrongBuy and PFIFX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.37B vs. PFIFX (2.32B). FIKVX pays higher dividends than PFIFX: FIKVX (3.22) vs PFIFX (2.76). FIKVX was incepted earlier than PFIFX: FIKVX (6 years) vs PFIFX (18 years). FIKVX is a more actively managed with annual turnover of: 28.00 vs. PFIFX (20.80). FIKVX (0) and PFIFX (0) have matching initial minimum investment requirements. PFIFX annual gain was more profitable for investors over the last year : 7.14 vs. FIKVX (6.19). FIKVX return over 5 years is better than : 11.42 vs. PFIFX (8.59).
| FIKVX | PFIFX | FIKVX / PFIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 18 years | - |
| Gain YTD | 5.798 | 6.832 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.37B | 2.32B | 232% |
| Annual Yield % from dividends | 3.22 | 2.76 | 117% |
| Returns for 1 year | 6.19 | 7.14 | 87% |
| Returns for 3 years | 0.64 | 0.77 | 83% |
| Returns for 5 years | 11.42 | 8.59 | 133% |
| Returns for 10 years | N/A | 24.33 | - |
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