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FTCWX vs SIIAX
FTCWX vs SIIAX Comparison
Open Charts FTCWX vs SIIAX
Fidelity Advisor Asset Manager 20% C
Price$13.18
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets5.41B
AlphaCentric Real Income A
Price$15.60
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets49.33M
FTCWX vs SIIAX Comparison Chart
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FTCWX 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 FTCWX is a Buy and SIIAX is a Hold.
FUNDAMENTALS
Fundamentals
FTCWX has more cash in the bank: 5.41B vs. SIIAX (49.3M). SIIAX pays higher dividends than FTCWX: SIIAX (6.40) vs FTCWX (2.31). FTCWX was incepted earlier than SIIAX: FTCWX (19 years) vs SIIAX (4 years). SIIAX (2.29) is less costly to investors than FTCWX (1.52). SIIAX is a more actively managed with annual turnover of: 44.00 vs. FTCWX (28.00). FTCWX has a lower initial minimum investment than SIIAX: FTCWX (0) vs SIIAX (2500). SIIAX annual gain was more profitable for investors over the last year : 3.62 vs. FTCWX (2.32).
| FTCWX | SIIAX | FTCWX / SIIAX | |
| Total Expense Ratio | 1.52 | 1.76 | 86% |
| Annual Report Gross Expense Ratio | 1.52 | 2.29 | 66% |
| Fund Existence | 19 years | 4 years | - |
| Gain YTD | -1.481 | -4.665 | 32% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 5.41B | 49.3M | 10,974% |
| Annual Yield % from dividends | 2.31 | 6.40 | 36% |
| Returns for 1 year | 2.32 | 3.62 | 64% |
| Returns for 3 years | 1.21 | 10.76 | 11% |
| Returns for 5 years | 8.24 | N/A | - |
| Returns for 10 years | 7.93 | 36.14 | 22% |
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