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FIKVX vs PFIFX
FIKVX vs PFIFX Comparison
Open Charts FIKVX vs PFIFX
Fidelity Advisor Asset Manager 20% Z
Price$14.34
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets5.57B
Principal SAM Flexible Income R5
Price$12.78
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.24B
FIKVX vs PFIFX Comparison Chart in %
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FIKVX vs. PFIFX commentary
Oct 09, 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: 5.57B vs. PFIFX (2.24B). FIKVX pays higher dividends than PFIFX: FIKVX (3.16) vs PFIFX (2.76). 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 (7.48) and FIKVX (7.22) have marching annual gain over last year. FIKVX return over 5 years is better than : 15.53 vs. PFIFX (14.34).
| 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 | 8.182 | 8.532 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.57B | 2.24B | 249% |
| Annual Yield % from dividends | 3.16 | 2.76 | 115% |
| Returns for 1 year | 7.22 | 7.48 | 97% |
| Returns for 3 years | 23.50 | 29.63 | 79% |
| Returns for 5 years | 15.53 | 14.34 | 108% |
| Returns for 10 years | N/A | 35.34 | - |
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