Ad is loading...
FIQCX vs GWPDX
FIQCX vs GWPDX Comparison
Open Charts FIQCX vs GWPDX
Fidelity Advisor Asset Manager 85% Z
Price$27.15
Change-$0.36 (-1.31%)
VolumeN/A
Net Assets4.71B
American Funds Growth Portfolio F3
Price$26.19
Change-$0.53 (-1.98%)
VolumeN/A
Net Assets21.13B
FIQCX vs GWPDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIQCX vs. GWPDX commentary
Feb 23, 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 FIQCX is a Hold and GWPDX is a Hold.
FUNDAMENTALS
Fundamentals
GWPDX has more cash in the bank: 21.1B vs. FIQCX (4.71B). FIQCX pays higher dividends than GWPDX: FIQCX (1.34) vs GWPDX (0.91). FIQCX was incepted earlier than GWPDX: FIQCX (6 years) vs GWPDX (8 years). FIQCX is a more actively managed with annual turnover of: 24.00 vs. GWPDX (1.00). FIQCX has a lower initial minimum investment than GWPDX: FIQCX (0) vs GWPDX (1000000). GWPDX (10.63) and FIQCX (10.14) have marching annual gain over last year. FIQCX return over 5 years is better than : 42.03 vs. GWPDX (35.72).
| FIQCX | GWPDX | FIQCX / GWPDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 8 years | - |
| Gain YTD | 3.429 | 2.827 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.71B | 21.1B | 22% |
| Annual Yield % from dividends | 1.34 | 0.91 | 147% |
| Returns for 1 year | 10.14 | 10.63 | 95% |
| Returns for 3 years | 17.23 | 16.37 | 105% |
| Returns for 5 years | 42.03 | 35.72 | 118% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DISVX | 23.34 | -0.22 | -0.93% |
| DFA International Small Cap Value I | |||
| WEEIX | 11.27 | -0.17 | -1.49% |
| TETON Westwood Equity I | |||
| NBSSX | 32.34 | -0.51 | -1.55% |
| Neuberger Berman Focus Investor | |||
| JNMCX | 15.52 | -0.26 | -1.65% |
| Janus Henderson Mid Cap Value D | |||
| JICAX | 77.60 | -1.59 | -2.01% |
| JPMorgan US Sustainable Leaders A | |||