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FIKVX vs RPCCX
FIKVX vs RPCCX Comparison
Open Charts FIKVX vs RPCCX
Fidelity Advisor Asset Manager 20% Z
Price$13.35
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets5.41B
Columbia Capital Allocation Cnsrv C
Price$8.94
Change+$0.03 (+0.34%)
VolumeN/A
Net Assets146.8M
FIKVX vs RPCCX Comparison Chart
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FIKVX vs. RPCCX commentary
Apr 12, 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 RPCCX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.41B vs. RPCCX (147M). FIKVX pays higher dividends than RPCCX: FIKVX (3.36) vs RPCCX (2.55). FIKVX was incepted earlier than RPCCX: FIKVX (7 years) vs RPCCX (21 years). RPCCX (1.71) is less costly to investors than FIKVX (0.46). FIKVX is a more actively managed with annual turnover of: 28.00 vs. RPCCX (17.00). FIKVX has a lower initial minimum investment than RPCCX: FIKVX (0) vs RPCCX (2000). FIKVX annual gain was more profitable for investors over the last year : 3.47 vs. RPCCX (3.26). FIKVX return over 5 years is better than : 14.37 vs. RPCCX (-0.17).
| FIKVX | RPCCX | FIKVX / RPCCX | |
| Total Expense Ratio | 0.46 | 1.71 | 27% |
| Annual Report Gross Expense Ratio | 0.46 | 1.71 | 27% |
| Fund Existence | 7 years | 21 years | - |
| Gain YTD | -1.160 | -1.368 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 5.41B | 147M | 3,680% |
| Annual Yield % from dividends | 3.36 | 2.55 | 132% |
| Returns for 1 year | 3.47 | 3.26 | 106% |
| Returns for 3 years | 4.55 | 0.52 | 883% |
| Returns for 5 years | 14.37 | -0.17 | -8,512% |
| Returns for 10 years | N/A | 0.84 | - |
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