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FIQCX vs RGWEX
FIQCX vs RGWEX Comparison
Open Charts FIQCX vs RGWEX
Fidelity Advisor Asset Manager 85% Z
Price$26.72
Change+$0.18 (+0.68%)
VolumeN/A
Net Assets4.55B
American Funds Growth Portfolio R4
Price$26.01
Change+$0.22 (+0.85%)
VolumeN/A
Net Assets21.01B
FIQCX vs RGWEX Comparison Chart
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FIQCX vs. RGWEX 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 RGWEX is a Hold.
FUNDAMENTALS
Fundamentals
RGWEX has more cash in the bank: 21B vs. FIQCX (4.55B). 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 : 17.95 vs. FIQCX (13.99). FIQCX return over 5 years is better than : 39.85 vs. RGWEX (33.90).
| 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 | 1.790 | 2.563 | 70% |
| 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 | 0.64 | 208% |
| Returns for 1 year | 13.99 | 17.95 | 78% |
| Returns for 3 years | 10.30 | 7.18 | 143% |
| Returns for 5 years | 39.85 | 33.90 | 118% |
| Returns for 10 years | N/A | 77.54 | - |
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