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FIKVX vs QBDAX
FIKVX vs QBDAX Comparison
Open Charts FIKVX vs QBDAX
Fidelity Advisor Asset Manager 20% Z
Price$13.55
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets5.41B
Quantified Managed Income Advisor
Price$8.22
Change+$0.03 (+0.37%)
VolumeN/A
Net Assets200.99M
FIKVX vs QBDAX Comparison Chart
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FIKVX vs. QBDAX commentary
Apr 25, 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 QBDAX is a Buy.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.41B vs. QBDAX (201M). FIKVX (3.36) and QBDAX (3.20) have matching dividends . FIKVX was incepted earlier than QBDAX: FIKVX (7 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 : 5.35 vs. QBDAX (2.39). FIKVX return over 5 years is better than : 14.87 vs. QBDAX (-5.07).
| FIKVX | QBDAX | FIKVX / QBDAX | |
| Total Expense Ratio | 0.46 | 2.26 | 20% |
| Annual Report Gross Expense Ratio | 0.46 | 2.26 | 20% |
| Fund Existence | 7 years | 9 years | - |
| Gain YTD | 0.104 | 1.739 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.41B | 201M | 2,692% |
| Annual Yield % from dividends | 3.36 | 3.20 | 105% |
| Returns for 1 year | 5.35 | 2.39 | 224% |
| Returns for 3 years | 6.95 | -1.52 | -458% |
| Returns for 5 years | 14.87 | -5.07 | -293% |
| Returns for 10 years | N/A | N/A | - |
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