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FIQCX vs SWEGX
FIQCX vs SWEGX Comparison
Open Charts FIQCX vs SWEGX
Fidelity Advisor Asset Manager 85% Z
Price$28.92
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets4.89B
Schwab MarketTrack All Equity
Price$25.72
Change+$0.13 (+0.51%)
VolumeN/A
Net Assets997.82M
FIQCX vs SWEGX Comparison Chart in %
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FIQCX vs. SWEGX commentary
Jul 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FIQCX has more cash in the bank: 4.89B vs. SWEGX (998M). SWEGX pays higher dividends than FIQCX: SWEGX (1.66) vs FIQCX (1.46). 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 : 10.40 vs. SWEGX (8.34). SWEGX (57.31) and FIQCX (56.86) have equivalent 5 years return.
| 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 | 9.600 | 9.923 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.89B | 998M | 490% |
| Annual Yield % from dividends | 1.46 | 1.66 | 88% |
| Returns for 1 year | 10.40 | 8.34 | 125% |
| Returns for 3 years | 41.84 | 38.24 | 109% |
| Returns for 5 years | 56.86 | 57.31 | 99% |
| Returns for 10 years | N/A | 61.57 | - |
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