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FIKVX vs SCUPX
FIKVX vs SCUPX Comparison
Open Charts FIKVX vs SCUPX
Fidelity Advisor Asset Manager 20% Z
Price$14.20
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets5.56B
Principal SAM Flexible Income C
Price$12.59
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets2.25B
FIKVX vs SCUPX Comparison Chart in %
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FIKVX vs. SCUPX 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 SCUPX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.56B vs. SCUPX (2.25B). FIKVX pays higher dividends than SCUPX: FIKVX (3.20) vs SCUPX (1.98). 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 : 6.53 vs. SCUPX (5.94). FIKVX return over 5 years is better than : 14.83 vs. SCUPX (9.52).
| FIKVX | SCUPX | FIKVX / SCUPX | |
| Total Expense Ratio | 0.46 | 1.80 | 26% |
| Annual Report Gross Expense Ratio | 0.46 | 1.80 | 26% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 6.932 | 6.777 | 102% |
| Front Load | N/A | N/A | - |
| 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 | 1.98 | 162% |
| Returns for 1 year | 6.53 | 5.94 | 110% |
| Returns for 3 years | 18.60 | 19.89 | 94% |
| Returns for 5 years | 14.83 | 9.52 | 156% |
| Returns for 10 years | N/A | 24.63 | - |
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