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FIKWX vs VSCGX
FIKWX vs VSCGX Comparison
Open Charts FIKWX vs VSCGX
Fidelity Advisor Asset Manager 30% Z
Price$11.89
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.94B
Vanguard LifeStrategy Cnsrv Gr I
Price$20.69
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets10.1B
FIKWX vs VSCGX Comparison Chart
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FIKWX vs. VSCGX commentary
May 09, 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 FIKWX is a Buy and VSCGX is a Hold.
FUNDAMENTALS
Fundamentals
VSCGX has more cash in the bank: 10.1B vs. FIKWX (1.94B). VSCGX (3.19) and FIKWX (3.04) have matching dividends . FIKWX was incepted earlier than VSCGX: FIKWX (7 years) vs VSCGX (31 years). FIKWX (0.48) is less costly to investors than VSCGX (0.12). FIKWX is a more actively managed with annual turnover of: 19.00 vs. VSCGX (5.00). FIKWX has a lower initial minimum investment than VSCGX: FIKWX (0) vs VSCGX (3000). FIKWX annual gain was more profitable for investors over the last year : 5.86 vs. VSCGX (2.51). FIKWX return over 5 years is better than : 21.17 vs. VSCGX (10.25).
| FIKWX | VSCGX | FIKWX / VSCGX | |
| Total Expense Ratio | 0.48 | 0.12 | 400% |
| Annual Report Gross Expense Ratio | 0.48 | 0.12 | 400% |
| Fund Existence | 7 years | 31 years | - |
| Gain YTD | 1.423 | 1.897 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 10.1B | 19% |
| Annual Yield % from dividends | 3.04 | 3.19 | 95% |
| Returns for 1 year | 5.86 | 2.51 | 234% |
| Returns for 3 years | 13.49 | 8.86 | 152% |
| Returns for 5 years | 21.17 | 10.25 | 206% |
| Returns for 10 years | N/A | 29.35 | - |
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