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FIKVX vs QBDSX
FIKVX vs QBDSX Comparison
Open Charts FIKVX vs QBDSX
Fidelity Advisor Asset Manager 20% Z
Price$13.75
Change+$0.02 (+0.15%)
VolumeN/A
CapitalizationN/A
Quantified Managed Income Investor
Price$8.36
Change+$0.02 (+0.24%)
VolumeN/A
CapitalizationN/A
FIKVX vs QBDSX Comparison Chart
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FIKVX vs. QBDSX commentary
Nov 23, 2024
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 StrongBuy and QBDSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.27B vs. QBDSX (92.2M). QBDSX pays higher dividends than FIKVX: QBDSX (4.45) vs FIKVX (3.22). FIKVX was incepted earlier than QBDSX: FIKVX (6 years) vs QBDSX (11 years). QBDSX is a more actively managed with annual turnover of: 802.00 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 : 10.22 vs. QBDSX (5.02). FIKVX return over 5 years is better than : 13.14 vs. QBDSX (-8.49).
| FIKVX | QBDSX | FIKVX / QBDSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | 6.106 | 2.709 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.27B | 92.2M | 5,715% |
| Annual Yield % from dividends | 3.22 | 4.45 | 72% |
| Returns for 1 year | 10.22 | 5.02 | 203% |
| Returns for 3 years | 1.20 | 1.44 | 83% |
| Returns for 5 years | 13.14 | -8.49 | -155% |
| Returns for 10 years | N/A | -0.63 | - |
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