Ad is loading...
FIKVX vs PFIFX
FIKVX vs PFIFX Comparison
Open Charts FIKVX vs PFIFX
Fidelity Advisor Asset Manager 20% Z
Price$13.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.41B
Principal SAM Flexible Income R5
Price$11.82
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.19B
FIKVX vs PFIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIKVX vs. PFIFX 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 PFIFX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.41B vs. PFIFX (2.19B). FIKVX pays higher dividends than PFIFX: FIKVX (3.36) vs PFIFX (2.88). FIKVX was incepted earlier than PFIFX: FIKVX (7 years) vs PFIFX (18 years). PFIFX (0.94) is less costly to investors than FIKVX (0.46). FIKVX is a more actively managed with annual turnover of: 28.00 vs. PFIFX (19.80). FIKVX (0) and PFIFX (0) have matching initial minimum investment requirements. PFIFX annual gain was more profitable for investors over the last year : 6.25 vs. FIKVX (5.35). FIKVX return over 5 years is better than : 14.36 vs. PFIFX (13.23).
| FIKVX | PFIFX | FIKVX / PFIFX | |
| Total Expense Ratio | 0.46 | 0.94 | 49% |
| Annual Report Gross Expense Ratio | 0.46 | 0.94 | 49% |
| Fund Existence | 7 years | 18 years | - |
| Gain YTD | -0.268 | -0.520 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.41B | 2.19B | 247% |
| Annual Yield % from dividends | 3.36 | 2.88 | 117% |
| Returns for 1 year | 5.35 | 6.25 | 86% |
| Returns for 3 years | 5.87 | 6.97 | 84% |
| Returns for 5 years | 14.36 | 13.23 | 108% |
| Returns for 10 years | N/A | 20.70 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers