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FIKVX vs PFIFX
FIKVX vs PFIFX Comparison
Open Charts FIKVX vs PFIFX
Fidelity Advisor Asset Manager 20% Z
Price$14.29
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets5.56B
Principal SAM Flexible Income R5
Price$12.75
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets2.26B
FIKVX vs PFIFX Comparison Chart in %
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FIKVX vs. PFIFX commentary
Sep 15, 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 PFIFX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.56B vs. PFIFX (2.26B). FIKVX pays higher dividends than PFIFX: FIKVX (3.20) vs PFIFX (2.79). FIKVX was incepted earlier than PFIFX: FIKVX (7 years) vs PFIFX (19 years). PFIFX (0.95) is less costly to investors than FIKVX (0.46). FIKVX is a more actively managed with annual turnover of: 24.00 vs. PFIFX (19.80). FIKVX (0) and PFIFX (0) have matching initial minimum investment requirements. PFIFX (7.04) and FIKVX (6.70) have marching annual gain over last year. FIKVX (15.81) and PFIFX (15.16) have equivalent 5 years return.
| FIKVX | PFIFX | FIKVX / PFIFX | |
| Total Expense Ratio | 0.46 | 0.95 | 48% |
| Annual Report Gross Expense Ratio | 0.46 | 0.95 | 48% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 7.610 | 8.198 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.56B | 2.26B | 246% |
| Annual Yield % from dividends | 3.20 | 2.79 | 115% |
| Returns for 1 year | 6.70 | 7.04 | 95% |
| Returns for 3 years | 19.08 | 23.68 | 81% |
| Returns for 5 years | 15.81 | 15.16 | 104% |
| Returns for 10 years | N/A | 36.17 | - |
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