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FIKVX vs PFIJX
FIKVX vs PFIJX Comparison
Open Charts FIKVX vs PFIJX
Fidelity Advisor Asset Manager 20% Z
Price$13.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.41B
Principal SAM Flexible Income J
Price$11.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.19B
FIKVX vs PFIJX Comparison Chart
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FIKVX vs. PFIJX 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 PFIJX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.41B vs. PFIJX (2.19B). FIKVX pays higher dividends than PFIJX: FIKVX (3.36) vs PFIJX (3.01). FIKVX was incepted earlier than PFIJX: FIKVX (7 years) vs PFIJX (18 years). PFIJX (0.85) is less costly to investors than FIKVX (0.46). FIKVX is a more actively managed with annual turnover of: 28.00 vs. PFIJX (19.80). FIKVX has a lower initial minimum investment than PFIJX: FIKVX (0) vs PFIJX (1000). PFIJX annual gain was more profitable for investors over the last year : 6.32 vs. FIKVX (5.35). FIKVX (14.36) and PFIJX (13.68) have equivalent 5 years return.
| FIKVX | PFIJX | FIKVX / PFIJX | |
| Total Expense Ratio | 0.46 | 0.85 | 54% |
| Annual Report Gross Expense Ratio | 0.46 | 0.85 | 54% |
| Fund Existence | 7 years | 18 years | - |
| Gain YTD | -0.268 | -0.581 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.41B | 2.19B | 247% |
| Annual Yield % from dividends | 3.36 | 3.01 | 112% |
| Returns for 1 year | 5.35 | 6.32 | 85% |
| Returns for 3 years | 5.87 | 7.24 | 81% |
| Returns for 5 years | 14.36 | 13.68 | 105% |
| Returns for 10 years | N/A | 21.73 | - |
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