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FIQCX vs RGWEX
FIQCX vs RGWEX Comparison
Open Charts FIQCX vs RGWEX
Fidelity Advisor Asset Manager 85% Z
Price$25.06
Change+$1.68 (+7.19%)
VolumeN/A
Net Assets4.47B
American Funds Growth Portfolio R4
Price$23.55
Change+$1.95 (+9.03%)
VolumeN/A
Net Assets17.55B
FIQCX vs RGWEX Comparison Chart
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FIQCX vs. RGWEX 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 RGWEX is a Hold.
FUNDAMENTALS
Fundamentals
RGWEX has more cash in the bank: 17.6B vs. FIQCX (4.47B). FIQCX pays higher dividends than RGWEX: FIQCX (1.61) vs RGWEX (0.48). FIQCX was incepted earlier than RGWEX: FIQCX (7 years) vs RGWEX (13 years). RGWEX (0.71) is less costly to investors than FIQCX (0.57). FIQCX has a lower initial minimum investment than RGWEX: FIQCX (0) vs RGWEX (250). FIQCX annual gain was more profitable for investors over the last year : -7.52 vs. RGWEX (-11.44). FIQCX return over 5 years is better than : 46.03 vs. RGWEX (33.64).
| FIQCX | RGWEX | FIQCX / RGWEX | |
| Total Expense Ratio | 0.57 | 0.71 | 80% |
| Annual Report Gross Expense Ratio | 0.57 | 0.71 | 80% |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | -10.933 | -14.826 | 74% |
| 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 | 0.48 | 334% |
| Returns for 1 year | -7.52 | -11.44 | 66% |
| Returns for 3 years | -0.03 | -5.49 | 1% |
| Returns for 5 years | 46.03 | 33.64 | 137% |
| Returns for 10 years | N/A | 37.51 | - |
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