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FTCWX vs RPCCX
FTCWX vs RPCCX Comparison
Open Charts FTCWX vs RPCCX
Fidelity Advisor Asset Manager 20% C
Price$13.18
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets5.41B
Columbia Capital Allocation Cnsrv C
Price$8.94
Change+$0.03 (+0.34%)
VolumeN/A
Net Assets146.8M
FTCWX vs RPCCX Comparison Chart
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FTCWX vs. RPCCX 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 FTCWX is a Buy and RPCCX is a Hold.
FUNDAMENTALS
Fundamentals
FTCWX has more cash in the bank: 5.41B vs. RPCCX (147M). RPCCX pays higher dividends than FTCWX: RPCCX (2.55) vs FTCWX (2.31). FTCWX was incepted earlier than RPCCX: FTCWX (19 years) vs RPCCX (21 years). RPCCX (1.71) is less costly to investors than FTCWX (1.52). FTCWX is a more actively managed with annual turnover of: 28.00 vs. RPCCX (17.00). FTCWX has a lower initial minimum investment than RPCCX: FTCWX (0) vs RPCCX (2000). RPCCX IRA initial investment is lower compared to FTCWX: RPCCX (1000) vs FTCWX (500). RPCCX annual gain was more profitable for investors over the last year : 3.26 vs. FTCWX (2.32). FTCWX return over 5 years is better than : 8.24 vs. RPCCX (-0.17).
| FTCWX | RPCCX | FTCWX / RPCCX | |
| Total Expense Ratio | 1.52 | 1.71 | 89% |
| Annual Report Gross Expense Ratio | 1.52 | 1.71 | 89% |
| Fund Existence | 19 years | 21 years | - |
| Gain YTD | -1.481 | -1.368 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 1000 | 50% |
| Net Assets | 5.41B | 147M | 3,680% |
| Annual Yield % from dividends | 2.31 | 2.55 | 91% |
| Returns for 1 year | 2.32 | 3.26 | 71% |
| Returns for 3 years | 1.21 | 0.52 | 234% |
| Returns for 5 years | 8.24 | -0.17 | -4,879% |
| Returns for 10 years | 7.93 | 0.84 | 948% |
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