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FTAWX vs SIIAX
FTAWX vs SIIAX Comparison
Open Charts FTAWX vs SIIAX
Fidelity Advisor Asset Manager 20% A
Price$13.33
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets5.41B
AlphaCentric Real Income A
Price$15.60
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets49.33M
FTAWX vs SIIAX Comparison Chart
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FTAWX vs. SIIAX commentary
Apr 12, 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 FTAWX is a Buy and SIIAX is a Hold.
FUNDAMENTALS
Fundamentals
FTAWX has more cash in the bank: 5.41B vs. SIIAX (49.3M). SIIAX pays higher dividends than FTAWX: SIIAX (6.40) vs FTAWX (3.05). FTAWX was incepted earlier than SIIAX: FTAWX (19 years) vs SIIAX (4 years). SIIAX (2.29) is less costly to investors than FTAWX (0.77). SIIAX is a more actively managed with annual turnover of: 44.00 vs. FTAWX (28.00). FTAWX initial investment is less costly to investors than SIIAX (5%) vs SIIAX (5%). FTAWX has a lower initial minimum investment than SIIAX: FTAWX (0) vs SIIAX (2500). SIIAX annual gain was more profitable for investors over the last year : 3.62 vs. FTAWX (3.08).
| FTAWX | SIIAX | FTAWX / SIIAX | |
| Total Expense Ratio | 0.77 | 1.76 | 44% |
| Annual Report Gross Expense Ratio | 0.77 | 2.29 | 34% |
| Fund Existence | 19 years | 4 years | - |
| Gain YTD | -1.293 | -4.665 | 28% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 5.41B | 49.3M | 10,974% |
| Annual Yield % from dividends | 3.05 | 6.40 | 48% |
| Returns for 1 year | 3.08 | 3.62 | 85% |
| Returns for 3 years | 3.51 | 10.76 | 33% |
| Returns for 5 years | 12.39 | N/A | - |
| Returns for 10 years | 16.38 | 36.14 | 45% |
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