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FTAAX vs INPAX
FTAAX vs INPAX Comparison
Open Charts FTAAX vs INPAX
Fidelity Advisor Asset Manager 30% A
Price$11.91
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.94B
American Funds Cnsrv Gr & Inc A
Price$13.33
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.06B
FTAAX vs INPAX Comparison Chart
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FTAAX vs. INPAX commentary
May 02, 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 FTAAX is a Buy and INPAX is a Hold.
FUNDAMENTALS
Fundamentals
INPAX has more cash in the bank: 8.06B vs. FTAAX (1.94B). INPAX pays higher dividends than FTAAX: INPAX (3.85) vs FTAAX (2.71). FTAAX was incepted earlier than INPAX: FTAAX (18 years) vs INPAX (13 years). FTAAX (0.79) is less costly to investors than INPAX (0.59). FTAAX (6%) and INPAX (6%) have equivalent initial investment costs. FTAAX has a lower initial minimum investment than INPAX: FTAAX (0) vs INPAX (250). INPAX annual gain was more profitable for investors over the last year : 9.44 vs. FTAAX (7.07). INPAX return over 5 years is better than : 31.92 vs. FTAAX (20.33).
| FTAAX | INPAX | FTAAX / INPAX | |
| Total Expense Ratio | 0.79 | 0.59 | 134% |
| Annual Report Gross Expense Ratio | 0.79 | 0.59 | 134% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 1.048 | 2.351 | 45% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 1.94B | 8.06B | 24% |
| Annual Yield % from dividends | 2.71 | 3.85 | 70% |
| Returns for 1 year | 7.07 | 9.44 | 75% |
| Returns for 3 years | 9.53 | 14.08 | 68% |
| Returns for 5 years | 20.33 | 31.92 | 64% |
| Returns for 10 years | 29.67 | 35.85 | 83% |
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