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FIKVX vs QBDAX
FIKVX vs QBDAX Comparison
Open Charts FIKVX vs QBDAX
Fidelity Advisor Asset Manager 20% Z
Price$13.61
Change-$0.07 (-0.51%)
VolumeN/A
Net Assets5.49B
Quantified Managed Income Advisor
Price$8.21
Change-$0.04 (-0.48%)
VolumeN/A
Net Assets199.47M
FIKVX vs QBDAX Comparison Chart
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FIKVX vs. QBDAX commentary
Mar 11, 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 Hold and QBDAX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.49B vs. QBDAX (199M). FIKVX (3.31) and QBDAX (3.19) have matching dividends . FIKVX was incepted earlier than QBDAX: FIKVX (6 years) vs QBDAX (9 years). QBDAX (2.26) is less costly to investors than FIKVX (0.46). QBDAX is a more actively managed with annual turnover of: 718.00 vs. FIKVX (28.00). FIKVX has a lower initial minimum investment than QBDAX: FIKVX (0) vs QBDAX (10000). FIKVX annual gain was more profitable for investors over the last year : 5.27 vs. QBDAX (2.15). FIKVX return over 5 years is better than : 17.08 vs. QBDAX (-7.61).
| FIKVX | QBDAX | FIKVX / QBDAX | |
| Total Expense Ratio | 0.46 | 2.26 | 20% |
| Annual Report Gross Expense Ratio | 0.46 | 2.26 | 20% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | 1.418 | 2.484 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.49B | 199M | 2,761% |
| Annual Yield % from dividends | 3.31 | 3.19 | 104% |
| Returns for 1 year | 5.27 | 2.15 | 245% |
| Returns for 3 years | 6.68 | -0.46 | -1,463% |
| Returns for 5 years | 17.08 | -7.61 | -224% |
| Returns for 10 years | N/A | N/A | - |
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