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FIKVX vs PFIPX
FIKVX vs PFIPX Comparison
Open Charts FIKVX vs PFIPX
Fidelity Advisor Asset Manager 20% Z
Price$14.29
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets5.56B
Principal SAM Flexible Income R3
Price$12.75
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets2.26B
FIKVX vs PFIPX Comparison Chart in %
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FIKVX vs. PFIPX 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 PFIPX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.56B vs. PFIPX (2.26B). FIKVX pays higher dividends than PFIPX: FIKVX (3.20) vs PFIPX (2.47). FIKVX was incepted earlier than PFIPX: FIKVX (7 years) vs PFIPX (19 years). PFIPX (1.26) is less costly to investors than FIKVX (0.46). FIKVX is a more actively managed with annual turnover of: 24.00 vs. PFIPX (19.80). FIKVX (0) and PFIPX (0) have matching initial minimum investment requirements. FIKVX (6.70) and PFIPX (6.69) have marching annual gain over last year. FIKVX return over 5 years is better than : 15.81 vs. PFIPX (13.53).
| FIKVX | PFIPX | FIKVX / PFIPX | |
| Total Expense Ratio | 0.46 | 1.26 | 37% |
| Annual Report Gross Expense Ratio | 0.46 | 1.26 | 37% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 7.610 | 7.959 | 96% |
| 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 | 2.47 | 129% |
| Returns for 1 year | 6.70 | 6.69 | 100% |
| Returns for 3 years | 19.08 | 22.54 | 85% |
| Returns for 5 years | 15.81 | 13.53 | 117% |
| Returns for 10 years | N/A | 32.19 | - |
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