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FTANX vs MACFX
FTANX vs MACFX Comparison
Open Charts FTANX vs MACFX
Fidelity Asset Manager 30%
Price$11.90
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets1.95B
MFS Conservative Allocation A
Price$16.44
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets3.67B
FTANX vs MACFX Comparison Chart
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FTANX vs. MACFX commentary
May 01, 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 FTANX is a Buy and MACFX is a Hold.
FUNDAMENTALS
Fundamentals
MACFX has more cash in the bank: 3.67B vs. FTANX (1.95B). MACFX (3.03) and FTANX (3.01) have matching dividends . FTANX was incepted earlier than MACFX: FTANX (18 years) vs MACFX (23 years). MACFX (0.83) is less costly to investors than FTANX (0.51). FTANX is a more actively managed with annual turnover of: 19.00 vs. MACFX (3.00). FTANX has a lower initial minimum investment than MACFX: FTANX (0) vs MACFX (1000). FTANX IRA initial investment is lower compared to MACFX: FTANX (500) vs MACFX (250). FTANX annual gain was more profitable for investors over the last year : 6.36 vs. MACFX (2.95). FTANX return over 5 years is better than : 20.86 vs. MACFX (19.70).
| FTANX | MACFX | FTANX / MACFX | |
| Total Expense Ratio | 0.51 | 0.83 | 61% |
| Annual Report Gross Expense Ratio | 0.51 | 0.83 | 61% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 0.870 | 1.276 | 68% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | 500 | 250 | 200% |
| Net Assets | 1.95B | 3.67B | 53% |
| Annual Yield % from dividends | 3.01 | 3.03 | 99% |
| Returns for 1 year | 6.36 | 2.95 | 216% |
| Returns for 3 years | 10.24 | 8.00 | 128% |
| Returns for 5 years | 20.86 | 19.70 | 106% |
| Returns for 10 years | 33.31 | 34.47 | 97% |
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