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FIKVX vs QBDSX
FIKVX vs QBDSX Comparison
Open Charts FIKVX vs QBDSX
Fidelity Advisor Asset Manager 20% Z
Price$13.55
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets5.41B
Quantified Managed Income Investor
Price$8.07
Change+$0.03 (+0.37%)
VolumeN/A
Net Assets200.99M
FIKVX vs QBDSX Comparison Chart
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FIKVX vs. QBDSX 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 QBDSX is a Buy.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.41B vs. QBDSX (201M). 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 : 5.35 vs. QBDSX (3.07). FIKVX return over 5 years is better than : 14.87 vs. QBDSX (-1.95).
| 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 | 0.104 | 1.901 | 5% |
| 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 | 3.89 | 86% |
| Returns for 1 year | 5.35 | 3.07 | 174% |
| Returns for 3 years | 6.95 | 0.50 | 1,396% |
| Returns for 5 years | 14.87 | -1.95 | -763% |
| Returns for 10 years | N/A | 2.83 | - |
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