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FIKVX vs SAUPX
FIKVX vs SAUPX Comparison
Open Charts FIKVX vs SAUPX
Fidelity Advisor Asset Manager 20% Z
Price$14.20
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets5.56B
Principal SAM Flexible Income A
Price$12.74
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets2.25B
FIKVX vs SAUPX Comparison Chart in %
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FIKVX vs. SAUPX commentary
Sep 08, 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 SAUPX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.56B vs. SAUPX (2.25B). FIKVX pays higher dividends than SAUPX: FIKVX (3.20) vs SAUPX (2.72). FIKVX was incepted earlier than SAUPX: FIKVX (7 years) vs SAUPX (29 years). SAUPX (1.00) is less costly to investors than FIKVX (0.46). FIKVX is a more actively managed with annual turnover of: 24.00 vs. SAUPX (19.80). FIKVX has a lower initial minimum investment than SAUPX: FIKVX (0) vs SAUPX (1000). SAUPX (6.79) and FIKVX (6.53) have marching annual gain over last year. FIKVX return over 5 years is better than : 14.83 vs. SAUPX (13.65).
| FIKVX | SAUPX | FIKVX / SAUPX | |
| Total Expense Ratio | 0.46 | 1.00 | 46% |
| Annual Report Gross Expense Ratio | 0.46 | 1.00 | 46% |
| Fund Existence | 7 years | 29 years | - |
| Gain YTD | 6.932 | 7.347 | 94% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.56B | 2.25B | 247% |
| Annual Yield % from dividends | 3.20 | 2.72 | 118% |
| Returns for 1 year | 6.53 | 6.79 | 96% |
| Returns for 3 years | 18.60 | 22.64 | 82% |
| Returns for 5 years | 14.83 | 13.65 | 109% |
| Returns for 10 years | N/A | 34.39 | - |
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