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FTDWX vs JTLRX
FTDWX vs JTLRX Comparison
Open Charts FTDWX vs JTLRX
Fidelity Advisor Asset Manager 20% M
Price$14.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.49B
JHancock Multimanager Lifestyle Cnsrv R5
Price$12.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.58B
FTDWX vs JTLRX Comparison Chart in %
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FTDWX vs. JTLRX commentary
Aug 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 JTLRX is a Hold.
FUNDAMENTALS
Fundamentals
FTDWX has more cash in the bank: 5.49B vs. JTLRX (1.58B). JTLRX pays higher dividends than FTDWX: JTLRX (4.05) vs FTDWX (2.70). 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 : 7.63 vs. FTDWX (6.74). FTDWX return over 5 years is better than : 10.18 vs. JTLRX (9.48).
| 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 | 5.245 | 5.694 | 92% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 5.49B | 1.58B | 347% |
| Annual Yield % from dividends | 2.70 | 4.05 | 67% |
| Returns for 1 year | 6.74 | 7.63 | 88% |
| Returns for 3 years | 12.23 | 15.45 | 79% |
| Returns for 5 years | 10.18 | 9.48 | 107% |
| Returns for 10 years | 23.04 | 27.02 | 85% |
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