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FIQCX vs GWPDX
FIQCX vs GWPDX Comparison
Open Charts FIQCX vs GWPDX
Fidelity Advisor Asset Manager 85% Z
Price$26.72
Change+$0.18 (+0.68%)
VolumeN/A
Net Assets4.55B
American Funds Growth Portfolio F3
Price$26.12
Change+$0.22 (+0.85%)
VolumeN/A
Net Assets21.01B
FIQCX vs GWPDX Comparison Chart
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FIQCX vs. GWPDX commentary
Jan 19, 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: 21B vs. FIQCX (4.55B). 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 : 18.32 vs. FIQCX (13.99). FIQCX return over 5 years is better than : 39.85 vs. GWPDX (35.36).
| 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 | 1.790 | 2.552 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 21B | 22% |
| Annual Yield % from dividends | 1.34 | 0.91 | 147% |
| Returns for 1 year | 13.99 | 18.32 | 76% |
| Returns for 3 years | 10.30 | 7.91 | 130% |
| Returns for 5 years | 39.85 | 35.36 | 113% |
| Returns for 10 years | N/A | N/A | - |
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