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FTDWX vs JCLCX
FTDWX vs JCLCX Comparison
Open Charts FTDWX vs JCLCX
Fidelity Advisor Asset Manager 20% M
Price$14.19
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets5.56B
JHancock Multimanager Lifestyle Cnsrv C
Price$12.38
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets1.59B
FTDWX vs JCLCX Comparison Chart in %
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FTDWX vs. JCLCX commentary
Sep 09, 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 FTDWX is a Buy and JCLCX is a Hold.
FUNDAMENTALS
Fundamentals
FTDWX has more cash in the bank: 5.56B vs. JCLCX (1.59B). JCLCX pays higher dividends than FTDWX: JCLCX (2.96) vs FTDWX (2.67). FTDWX was incepted earlier than JCLCX: FTDWX (19 years) vs JCLCX (20 years). JCLCX (1.93) is less costly to investors than FTDWX (1.02). FTDWX is a more actively managed with annual turnover of: 24.00 vs. JCLCX (16.00). FTDWX has a lower initial minimum investment than JCLCX: FTDWX (0) vs JCLCX (1000). JCLCX IRA initial investment is lower compared to FTDWX: JCLCX (1000) vs FTDWX (500). FTDWX (6.31) and JCLCX (6.00) have marching annual gain over last year. FTDWX return over 5 years is better than : 11.69 vs. JCLCX (5.55).
| FTDWX | JCLCX | FTDWX / JCLCX | |
| Total Expense Ratio | 1.02 | 1.93 | 53% |
| Annual Report Gross Expense Ratio | 1.02 | 1.93 | 53% |
| Fund Existence | 19 years | 20 years | - |
| Gain YTD | 6.508 | 6.422 | 101% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | 500 | 1000 | 50% |
| Net Assets | 5.56B | 1.59B | 350% |
| Annual Yield % from dividends | 2.67 | 2.96 | 90% |
| Returns for 1 year | 6.31 | 6.00 | 105% |
| Returns for 3 years | 15.42 | 15.46 | 100% |
| Returns for 5 years | 11.69 | 5.55 | 211% |
| Returns for 10 years | 26.55 | 18.44 | 144% |
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