FIKVX
Price
$14.32
Change
-$0.02 (-0.14%)
Updated
Oct 9 closing price
Net Assets
5.57B
SCUPX
Price
$12.69
Change
-$0.02 (-0.16%)
Updated
Oct 9 closing price
Net Assets
2.24B
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FIKVX vs SCUPX

Header iconFIKVX vs SCUPX Comparison
Open Charts FIKVX vs SCUPXBanner chart's image
Fidelity Advisor Asset Manager 20% Z
Price$14.32
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets5.57B
Principal SAM Flexible Income C
Price$12.69
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets2.24B
FIKVX vs SCUPX Comparison Chart in %
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FIKVX vs. SCUPX commentary
Oct 10, 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 SCUPX is a Hold.

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FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.57B vs. SCUPX (2.24B). FIKVX pays higher dividends than SCUPX: FIKVX (3.16) vs SCUPX (1.97). FIKVX was incepted earlier than SCUPX: FIKVX (7 years) vs SCUPX (24 years). SCUPX (1.80) is less costly to investors than FIKVX (0.46). FIKVX is a more actively managed with annual turnover of: 24.00 vs. SCUPX (19.80). FIKVX has a lower initial minimum investment than SCUPX: FIKVX (0) vs SCUPX (1000). FIKVX annual gain was more profitable for investors over the last year : 7.45 vs. SCUPX (6.70). FIKVX return over 5 years is better than : 15.69 vs. SCUPX (9.97).
FIKVXSCUPXFIKVX / SCUPX
Total Expense Ratio0.461.8026%
Annual Report Gross Expense Ratio0.461.8026%
Fund Existence7 years24 years-
Gain YTD8.3337.899105%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.57B2.24B248%
Annual Yield % from dividends3.161.97161%
Returns for 1 year7.456.70111%
Returns for 3 years24.1627.0589%
Returns for 5 years15.699.97157%
Returns for 10 yearsN/A24.67-
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