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FIQCX vs MWFIX
FIQCX vs MWFIX Comparison
Open Charts FIQCX vs MWFIX
Fidelity Advisor Asset Manager 85% Z
Price$27.15
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets4.46B
NYLI Equity ETF Allocation
Price$15.54
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets109.54M
FIQCX vs MWFIX Comparison Chart
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FIQCX vs. MWFIX commentary
May 24, 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 Buy and MWFIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIQCX has more cash in the bank: 4.46B vs. MWFIX (110M). FIQCX pays higher dividends than MWFIX: FIQCX (1.61) vs MWFIX (1.35). FIQCX was incepted earlier than MWFIX: FIQCX (7 years) vs MWFIX (5 years). MWFIX (0.65) is less costly to investors than FIQCX (0.57). MWFIX is a more actively managed with annual turnover of: 49.00 vs. FIQCX (16.00). FIQCX has a lower initial minimum investment than MWFIX: FIQCX (0) vs MWFIX (1000000). MWFIX (7.15) and FIQCX (7.01) have marching annual gain over last year.
| FIQCX | MWFIX | FIQCX / MWFIX | |
| Total Expense Ratio | 0.57 | 0.65 | 88% |
| Annual Report Gross Expense Ratio | 0.57 | 0.65 | 88% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 3.581 | 1.172 | 306% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.46B | 110M | 4,053% |
| Annual Yield % from dividends | 1.61 | 1.35 | 119% |
| Returns for 1 year | 7.01 | 7.15 | 98% |
| Returns for 3 years | 29.67 | 34.52 | 86% |
| Returns for 5 years | 58.82 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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