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FIKVX vs SWLRX
FIKVX vs SWLRX Comparison
Open Charts FIKVX vs SWLRX
Fidelity Advisor Asset Manager 20% Z
Price$13.65
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets5.41B
Schwab® Monthly Income Income Payout
Price$9.33
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets58.26M
FIKVX vs SWLRX Comparison Chart
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FIKVX vs. SWLRX commentary
Apr 30, 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 SWLRX is a Buy.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.41B vs. SWLRX (58.3M). SWLRX pays higher dividends than FIKVX: SWLRX (4.84) vs FIKVX (3.36). FIKVX was incepted earlier than SWLRX: FIKVX (7 years) vs SWLRX (17 years). FIKVX (0.46) is less costly to investors than SWLRX (0.30). FIKVX is a more actively managed with annual turnover of: 24.00 vs. SWLRX (8.00). FIKVX (0) and SWLRX (0) have matching initial minimum investment requirements. SWLRX annual gain was more profitable for investors over the last year : 7.88 vs. FIKVX (6.28). FIKVX return over 5 years is better than : 15.37 vs. SWLRX (6.42).
| FIKVX | SWLRX | FIKVX / SWLRX | |
| Total Expense Ratio | 0.46 | 0.16 | 288% |
| Annual Report Gross Expense Ratio | 0.46 | 0.30 | 153% |
| Fund Existence | 7 years | 17 years | - |
| Gain YTD | 1.218 | 2.607 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.41B | 58.3M | 9,280% |
| Annual Yield % from dividends | 3.36 | 4.84 | 69% |
| Returns for 1 year | 6.28 | 7.88 | 80% |
| Returns for 3 years | 9.09 | 8.97 | 101% |
| Returns for 5 years | 15.37 | 6.42 | 239% |
| Returns for 10 years | N/A | 16.87 | - |
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