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FTAWX vs SIIAX
FTAWX vs SIIAX Comparison
Open Charts FTAWX vs SIIAX
Fidelity Advisor Asset Manager 20% A
Price$14.19
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets5.56B
AlphaCentric Real Income A
Price$16.42
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets49.3M
FTAWX vs SIIAX Comparison Chart in %
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FTAWX vs. SIIAX commentary
Sep 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FTAWX has more cash in the bank: 5.56B vs. SIIAX (49.3M). SIIAX pays higher dividends than FTAWX: SIIAX (6.32) vs FTAWX (2.91). FTAWX was incepted earlier than SIIAX: FTAWX (19 years) vs SIIAX (4 years). SIIAX (2.43) is less costly to investors than FTAWX (0.77). SIIAX is a more actively managed with annual turnover of: 144.00 vs. FTAWX (24.00). 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). FTAWX annual gain was more profitable for investors over the last year : 6.19 vs. SIIAX (3.06).
| FTAWX | SIIAX | FTAWX / SIIAX | |
| Total Expense Ratio | 0.77 | 1.76 | 44% |
| Annual Report Gross Expense Ratio | 0.77 | 2.43 | 32% |
| Fund Existence | 19 years | 4 years | - |
| Gain YTD | 6.670 | 3.398 | 196% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 5.56B | 49.3M | 11,280% |
| Annual Yield % from dividends | 2.91 | 6.32 | 46% |
| Returns for 1 year | 6.19 | 3.06 | 202% |
| Returns for 3 years | 17.40 | 27.40 | 63% |
| Returns for 5 years | 12.96 | N/A | - |
| Returns for 10 years | 29.70 | 58.93 | 50% |
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