Ad is loading...
FTAWX vs QBDSX
FTAWX vs QBDSX Comparison
Open Charts FTAWX vs QBDSX
Fidelity Advisor Asset Manager 20% A
Price$13.89
Change-$0.02 (-0.14%)
VolumeN/A
CapitalizationN/A
Quantified Managed Income Investor
Price$8.37
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FTAWX vs QBDSX Comparison Chart
Loading...
FTAWX vs. QBDSX commentary
Sep 21, 2024
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 FTAWX is a StrongBuy and QBDSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTAWX has more cash in the bank: 5.33B vs. QBDSX (159M). QBDSX pays higher dividends than FTAWX: QBDSX (4.45) vs FTAWX (2.88). FTAWX was incepted earlier than QBDSX: FTAWX (18 years) vs QBDSX (11 years). QBDSX is a more actively managed with annual turnover of: 802.00 vs. FTAWX (28.00). FTAWX has a lower initial minimum investment than QBDSX: FTAWX (0) vs QBDSX (10000). FTAWX annual gain was more profitable for investors over the last year : 12.56 vs. QBDSX (4.65). FTAWX return over 5 years is better than : 13.03 vs. QBDSX (-8.44).
| FTAWX | QBDSX | FTAWX / QBDSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 6.466 | 3.079 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 5.33B | 159M | 3,352% |
| Annual Yield % from dividends | 2.88 | 4.45 | 65% |
| Returns for 1 year | 12.56 | 4.65 | 270% |
| Returns for 3 years | 0.86 | 1.00 | 87% |
| Returns for 5 years | 13.03 | -8.44 | -154% |
| Returns for 10 years | 19.41 | -0.18 | -10,980% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers