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FIQCX vs RGWBX
FIQCX vs RGWBX Comparison
Open Charts FIQCX vs RGWBX
Fidelity Advisor Asset Manager 85% Z
Price$27.98
Change-$0.11 (-0.39%)
VolumeN/A
CapitalizationN/A
American Funds Growth Portfolio R2
Price$26.71
Change-$0.15 (-0.56%)
VolumeN/A
CapitalizationN/A
FIQCX vs RGWBX Comparison Chart
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FIQCX vs. RGWBX commentary
Dec 19, 2024
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 StrongBuy and RGWBX is a Hold.
FUNDAMENTALS
Fundamentals
RGWBX has more cash in the bank: 21.3B vs. FIQCX (4.47B). 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 : 24.46 vs. FIQCX (17.66). FIQCX return over 5 years is better than : 41.33 vs. RGWBX (36.12).
| 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 | 15.955 | 24.117 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.47B | 21.3B | 21% |
| Annual Yield % from dividends | 1.34 | 0.08 | 1,697% |
| Returns for 1 year | 17.66 | 24.46 | 72% |
| Returns for 3 years | 9.97 | 3.74 | 267% |
| Returns for 5 years | 41.33 | 36.12 | 114% |
| Returns for 10 years | N/A | 74.99 | - |
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