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FIQCX vs RGWBX
FIQCX vs RGWBX Comparison
Open Charts FIQCX vs RGWBX
Fidelity Advisor Asset Manager 85% Z
Price$25.06
Change+$1.68 (+7.19%)
VolumeN/A
Net Assets4.47B
American Funds Growth Portfolio R2
Price$22.55
Change+$1.87 (+9.04%)
VolumeN/A
Net Assets17.55B
FIQCX vs RGWBX Comparison Chart
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FIQCX vs. RGWBX commentary
Apr 10, 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 RGWBX is a Hold.
FUNDAMENTALS
Fundamentals
RGWBX has more cash in the bank: 17.6B vs. FIQCX (4.47B). FIQCX pays higher dividends than RGWBX: FIQCX (1.61) vs RGWBX (0.00). FIQCX was incepted earlier than RGWBX: FIQCX (7 years) vs RGWBX (13 years). RGWBX (1.46) is less costly to investors than FIQCX (0.57). 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 : -7.52 vs. RGWBX (-12.30). FIQCX return over 5 years is better than : 46.03 vs. RGWBX (28.80).
| FIQCX | RGWBX | FIQCX / RGWBX | |
| Total Expense Ratio | 0.57 | 1.46 | 39% |
| Annual Report Gross Expense Ratio | 0.57 | 1.46 | 39% |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | -10.933 | -15.037 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.47B | 17.6B | 25% |
| Annual Yield % from dividends | 1.61 | 0.00 | - |
| Returns for 1 year | -7.52 | -12.30 | 61% |
| Returns for 3 years | -0.03 | -7.80 | 0% |
| Returns for 5 years | 46.03 | 28.80 | 160% |
| Returns for 10 years | N/A | 31.58 | - |
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