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FIQCX vs MWFIX
FIQCX vs MWFIX Comparison
Open Charts FIQCX vs MWFIX
Fidelity Advisor Asset Manager 85% Z
Price$29.01
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets4.89B
NYLI Equity ETF Allocation
Price$16.63
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets119.2M
FIQCX vs MWFIX Comparison Chart in %
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FIQCX vs. MWFIX commentary
Jul 22, 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: 4.89B vs. MWFIX (119M). FIQCX pays higher dividends than MWFIX: FIQCX (1.46) vs MWFIX (1.22). 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). FIQCX (11.22) and MWFIX (11.04) have marching annual gain over last year. MWFIX return over 5 years is better than : 67.49 vs. FIQCX (51.52).
| 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 | 10.286 | 8.268 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.89B | 119M | 4,106% |
| Annual Yield % from dividends | 1.46 | 1.22 | 120% |
| Returns for 1 year | 11.22 | 11.04 | 102% |
| Returns for 3 years | 38.94 | 45.53 | 86% |
| Returns for 5 years | 51.52 | 67.49 | 76% |
| Returns for 10 years | N/A | N/A | - |
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