Ad is loading...
FIQCX vs RGWBX
FIQCX vs RGWBX Comparison
Open Charts FIQCX vs RGWBX
Fidelity Advisor Asset Manager 85% Z
Price$26.72
Change+$0.18 (+0.68%)
VolumeN/A
Net Assets4.55B
American Funds Growth Portfolio R2
Price$24.95
Change+$0.21 (+0.85%)
VolumeN/A
Net Assets21.01B
FIQCX vs RGWBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIQCX vs. RGWBX 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 RGWBX is a Hold.
FUNDAMENTALS
Fundamentals
RGWBX has more cash in the bank: 21B vs. FIQCX (4.55B). 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). RGWBX annual gain was more profitable for investors over the last year : 16.86 vs. FIQCX (13.99). FIQCX return over 5 years is better than : 39.85 vs. RGWBX (29.12).
| 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 | 1.790 | 2.506 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 21B | 22% |
| Annual Yield % from dividends | 1.34 | 0.08 | 1,697% |
| Returns for 1 year | 13.99 | 16.86 | 83% |
| Returns for 3 years | 10.30 | 4.57 | 225% |
| Returns for 5 years | 39.85 | 29.12 | 137% |
| Returns for 10 years | N/A | 69.87 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JVLCX | 22.20 | 0.16 | +0.73% |
| JHancock Disciplined Value C | |||
| TOLLX | 15.47 | 0.09 | +0.59% |
| DWS RREEF Global Infrastructure A | |||
| HNVRX | 44.14 | 0.24 | +0.55% |
| Harbor Small Cap Value Retirement | |||
| EDICX | 10.48 | 0.04 | +0.38% |
| Eaton Vance Global Income Builder C | |||
| WSCJX | 13.50 | 0.04 | +0.30% |
| Allspring Disciplined Small Cap R6 | |||