Ad is loading...
FIKVX vs QBDSX
FIKVX vs QBDSX Comparison
Open Charts FIKVX vs QBDSX
Fidelity Advisor Asset Manager 20% Z
Price$13.60
Change-$0.09 (-0.66%)
VolumeN/A
Net Assets5.41B
Quantified Managed Income Investor
Price$8.09
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets216.98M
FIKVX vs QBDSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIKVX vs. QBDSX commentary
Apr 04, 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 QBDSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.41B vs. QBDSX (217M). QBDSX pays higher dividends than FIKVX: QBDSX (3.89) vs FIKVX (3.36). FIKVX was incepted earlier than QBDSX: FIKVX (7 years) vs QBDSX (12 years). QBDSX (1.67) is less costly to investors than FIKVX (0.46). QBDSX is a more actively managed with annual turnover of: 718.00 vs. FIKVX (28.00). FIKVX has a lower initial minimum investment than QBDSX: FIKVX (0) vs QBDSX (10000). FIKVX annual gain was more profitable for investors over the last year : 5.51 vs. QBDSX (2.20). FIKVX return over 5 years is better than : 21.22 vs. QBDSX (1.90).
| FIKVX | QBDSX | FIKVX / QBDSX | |
| Total Expense Ratio | 0.46 | 1.67 | 28% |
| Annual Report Gross Expense Ratio | 0.46 | 1.67 | 28% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 1.492 | 2.408 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.41B | 217M | 2,493% |
| Annual Yield % from dividends | 3.36 | 3.89 | 86% |
| Returns for 1 year | 5.51 | 2.20 | 251% |
| Returns for 3 years | 5.39 | 1.35 | 401% |
| Returns for 5 years | 21.22 | 1.90 | 1,118% |
| Returns for 10 years | N/A | 3.56 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...