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FIQCX vs RGWBX
FIQCX vs RGWBX Comparison
Open Charts FIQCX vs RGWBX
Fidelity Advisor Asset Manager 85% Z
Price$27.15
Change-$0.36 (-1.31%)
VolumeN/A
Net Assets4.71B
American Funds Growth Portfolio R2
Price$24.98
Change-$0.51 (-2.00%)
VolumeN/A
Net Assets21.13B
FIQCX vs RGWBX Comparison Chart
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FIQCX vs. RGWBX 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 RGWBX is a Hold.
FUNDAMENTALS
Fundamentals
RGWBX has more cash in the bank: 21.1B vs. FIQCX (4.71B). FIQCX pays higher dividends than RGWBX: FIQCX (1.34) vs RGWBX (0.08). FIQCX was incepted earlier than RGWBX: FIQCX (6 years) vs RGWBX (13 years). FIQCX is a more actively managed with annual turnover of: 24.00 vs. RGWBX (1.00). FIQCX has a lower initial minimum investment than RGWBX: FIQCX (0) vs RGWBX (250). FIQCX annual gain was more profitable for investors over the last year : 10.14 vs. RGWBX (9.18). FIQCX return over 5 years is better than : 42.03 vs. RGWBX (29.41).
| FIQCX | RGWBX | FIQCX / RGWBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | 3.429 | 2.629 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.71B | 21.1B | 22% |
| Annual Yield % from dividends | 1.34 | 0.08 | 1,697% |
| Returns for 1 year | 10.14 | 9.18 | 110% |
| Returns for 3 years | 17.23 | 12.72 | 135% |
| Returns for 5 years | 42.03 | 29.41 | 143% |
| Returns for 10 years | N/A | 61.72 | - |
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