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FIKVX vs PFIPX
FIKVX vs PFIPX Comparison
Open Charts FIKVX vs PFIPX
Fidelity Advisor Asset Manager 20% Z
Price$14.34
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets5.57B
Principal SAM Flexible Income R3
Price$12.77
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.24B
FIKVX vs PFIPX Comparison Chart in %
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FIKVX vs. PFIPX 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 PFIPX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.57B vs. PFIPX (2.24B). FIKVX pays higher dividends than PFIPX: FIKVX (3.16) 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 (7.22) and PFIPX (7.06) have marching annual gain over last year. FIKVX return over 5 years is better than : 15.53 vs. PFIPX (12.57).
| 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 | 8.182 | 8.198 | 100% |
| 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 | 2.47 | 128% |
| Returns for 1 year | 7.22 | 7.06 | 102% |
| Returns for 3 years | 23.50 | 28.35 | 83% |
| Returns for 5 years | 15.53 | 12.57 | 124% |
| Returns for 10 years | N/A | 31.20 | - |
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