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FIQCX vs SWEGX
FIQCX vs SWEGX Comparison
Open Charts FIQCX vs SWEGX
Fidelity Advisor Asset Manager 85% Z
Price$27.72
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets4.66B
Schwab MarketTrack All Equity
Price$24.52
Change-$0.06 (-0.24%)
VolumeN/A
Net Assets957.22M
FIQCX vs SWEGX Comparison Chart
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FIQCX vs. SWEGX commentary
Jun 07, 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 SWEGX is a Buy.
FUNDAMENTALS
Fundamentals
FIQCX has more cash in the bank: 4.66B vs. SWEGX (957M). SWEGX pays higher dividends than FIQCX: SWEGX (1.72) vs FIQCX (1.53). FIQCX was incepted earlier than SWEGX: FIQCX (7 years) vs SWEGX (27 years). FIQCX (0.57) is less costly to investors than SWEGX (0.50). SWEGX is a more actively managed with annual turnover of: 17.00 vs. FIQCX (16.00). FIQCX (0) and SWEGX (0) have matching initial minimum investment requirements. FIQCX annual gain was more profitable for investors over the last year : 8.25 vs. SWEGX (5.52). FIQCX return over 5 years is better than : 50.65 vs. SWEGX (46.00).
| FIQCX | SWEGX | FIQCX / SWEGX | |
| Total Expense Ratio | 0.57 | 0.50 | 114% |
| Annual Report Gross Expense Ratio | 0.57 | 0.50 | 114% |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | 5.638 | 5.584 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.66B | 957M | 487% |
| Annual Yield % from dividends | 1.53 | 1.72 | 89% |
| Returns for 1 year | 8.25 | 5.52 | 150% |
| Returns for 3 years | 27.05 | 22.27 | 121% |
| Returns for 5 years | 50.65 | 46.00 | 110% |
| Returns for 10 years | N/A | 53.35 | - |
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