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FIQCX vs RGWEX
FIQCX vs RGWEX Comparison
Open Charts FIQCX vs RGWEX
Fidelity Advisor Asset Manager 85% Z
Price$27.98
Change-$0.11 (-0.39%)
VolumeN/A
CapitalizationN/A
American Funds Growth Portfolio R4
Price$27.89
Change-$0.16 (-0.57%)
VolumeN/A
CapitalizationN/A
FIQCX vs RGWEX Comparison Chart
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FIQCX vs. RGWEX 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 RGWEX is a Hold.
FUNDAMENTALS
Fundamentals
RGWEX has more cash in the bank: 21.3B vs. FIQCX (4.47B). FIQCX pays higher dividends than RGWEX: FIQCX (1.34) vs RGWEX (0.64). FIQCX was incepted earlier than RGWEX: FIQCX (6 years) vs RGWEX (13 years). FIQCX is a more actively managed with annual turnover of: 24.00 vs. RGWEX (1.00). FIQCX has a lower initial minimum investment than RGWEX: FIQCX (0) vs RGWEX (250). RGWEX annual gain was more profitable for investors over the last year : 25.39 vs. FIQCX (17.66). FIQCX (41.33) and RGWEX (40.08) have equivalent 5 years return.
| FIQCX | RGWEX | FIQCX / RGWEX | |
| 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 | 24.955 | 64% |
| 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 | 0.64 | 208% |
| Returns for 1 year | 17.66 | 25.39 | 70% |
| Returns for 3 years | 9.97 | 6.19 | 161% |
| Returns for 5 years | 41.33 | 40.08 | 103% |
| Returns for 10 years | N/A | 82.51 | - |
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