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FIQCX vs GWPDX
FIQCX vs GWPDX Comparison
Open Charts FIQCX vs GWPDX
Fidelity Advisor Asset Manager 85% Z
Price$27.98
Change-$0.11 (-0.39%)
VolumeN/A
CapitalizationN/A
American Funds Growth Portfolio F3
Price$28.09
Change-$0.16 (-0.57%)
VolumeN/A
CapitalizationN/A
FIQCX vs GWPDX Comparison Chart
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FIQCX vs. GWPDX commentary
Dec 19, 2024
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 StrongBuy and GWPDX is a Hold.
FUNDAMENTALS
Fundamentals
GWPDX has more cash in the bank: 21.3B vs. FIQCX (4.47B). 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 annual gain was more profitable for investors over the last year : 25.87 vs. FIQCX (17.66). FIQCX (41.33) and GWPDX (41.19) have equivalent 5 years return.
| 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 | 15.955 | 25.402 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.47B | 21.3B | 21% |
| Annual Yield % from dividends | 1.34 | 0.91 | 147% |
| Returns for 1 year | 17.66 | 25.87 | 68% |
| Returns for 3 years | 9.97 | 6.93 | 144% |
| Returns for 5 years | 41.33 | 41.19 | 100% |
| Returns for 10 years | N/A | N/A | - |
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