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FTDWX vs JTLRX
FTDWX vs JTLRX Comparison
Open Charts FTDWX vs JTLRX
Fidelity Advisor Asset Manager 20% M
Price$14.15
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets5.56B
JHancock Multimanager Lifestyle Cnsrv R5
Price$12.34
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets1.59B
FTDWX vs JTLRX Comparison Chart in %
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FTDWX vs. JTLRX 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 FTDWX is a Buy and JTLRX is a Hold.
FUNDAMENTALS
Fundamentals
FTDWX has more cash in the bank: 5.56B vs. JTLRX (1.59B). JTLRX pays higher dividends than FTDWX: JTLRX (3.99) vs FTDWX (2.67). FTDWX was incepted earlier than JTLRX: FTDWX (19 years) vs JTLRX (20 years). FTDWX (1.02) is less costly to investors than JTLRX (0.87). FTDWX is a more actively managed with annual turnover of: 24.00 vs. JTLRX (16.00). FTDWX (0) and JTLRX (0) have matching initial minimum investment requirements. JTLRX annual gain was more profitable for investors over the last year : 6.61 vs. FTDWX (5.91). FTDWX return over 5 years is better than : 11.54 vs. JTLRX (10.65).
| FTDWX | JTLRX | FTDWX / JTLRX | |
| Total Expense Ratio | 1.02 | 0.87 | 117% |
| Annual Report Gross Expense Ratio | 1.02 | 0.87 | 117% |
| Fund Existence | 19 years | 20 years | - |
| Gain YTD | 6.433 | 6.823 | 94% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 5.56B | 1.59B | 350% |
| Annual Yield % from dividends | 2.67 | 3.99 | 67% |
| Returns for 1 year | 5.91 | 6.61 | 89% |
| Returns for 3 years | 16.56 | 20.02 | 83% |
| Returns for 5 years | 11.54 | 10.65 | 108% |
| Returns for 10 years | 26.46 | 30.54 | 87% |
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