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FIKVX vs SIIAX
FIKVX vs SIIAX Comparison
Open Charts FIKVX vs SIIAX
Fidelity Advisor Asset Manager 20% Z
Price$13.35
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets5.41B
AlphaCentric Real Income A
Price$15.60
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets49.33M
FIKVX vs SIIAX Comparison Chart
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FIKVX vs. SIIAX 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 SIIAX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.41B vs. SIIAX (49.3M). SIIAX pays higher dividends than FIKVX: SIIAX (6.40) vs FIKVX (3.36). FIKVX was incepted earlier than SIIAX: FIKVX (7 years) vs SIIAX (4 years). SIIAX (2.29) is less costly to investors than FIKVX (0.46). SIIAX is a more actively managed with annual turnover of: 44.00 vs. FIKVX (28.00). FIKVX has a lower initial minimum investment than SIIAX: FIKVX (0) vs SIIAX (2500). SIIAX (3.62) and FIKVX (3.47) have marching annual gain over last year.
| FIKVX | SIIAX | FIKVX / SIIAX | |
| Total Expense Ratio | 0.46 | 1.76 | 26% |
| Annual Report Gross Expense Ratio | 0.46 | 2.29 | 20% |
| Fund Existence | 7 years | 4 years | - |
| Gain YTD | -1.160 | -4.665 | 25% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.41B | 49.3M | 10,974% |
| Annual Yield % from dividends | 3.36 | 6.40 | 52% |
| Returns for 1 year | 3.47 | 3.62 | 96% |
| Returns for 3 years | 4.55 | 10.76 | 42% |
| Returns for 5 years | 14.37 | N/A | - |
| Returns for 10 years | N/A | 36.14 | - |
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