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FTDWX vs JULCX
FTDWX vs JULCX Comparison
Open Charts FTDWX vs JULCX
Fidelity Advisor Asset Manager 20% M
Price$13.98
Change+$0.06 (+0.43%)
VolumeN/A
Net Assets5.49B
JHancock Multimanager Lifestyle Cnsrv R6
Price$12.15
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.58B
FTDWX vs JULCX Comparison Chart in %
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FTDWX vs. JULCX commentary
Aug 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 JULCX is a Hold.
FUNDAMENTALS
Fundamentals
FTDWX has more cash in the bank: 5.49B vs. JULCX (1.58B). JULCX pays higher dividends than FTDWX: JULCX (4.10) vs FTDWX (2.70). FTDWX was incepted earlier than JULCX: FTDWX (19 years) vs JULCX (14 years). FTDWX (1.02) is less costly to investors than JULCX (0.82). FTDWX is a more actively managed with annual turnover of: 24.00 vs. JULCX (16.00). FTDWX has a lower initial minimum investment than JULCX: FTDWX (0) vs JULCX (1000000). JULCX annual gain was more profitable for investors over the last year : 6.61 vs. FTDWX (5.51). FTDWX (9.57) and JULCX (9.21) have equivalent 5 years return.
| FTDWX | JULCX | FTDWX / JULCX | |
| Total Expense Ratio | 1.02 | 0.82 | 124% |
| Annual Report Gross Expense Ratio | 1.02 | 0.82 | 124% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 4.569 | 5.200 | 88% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 5.49B | 1.58B | 347% |
| Annual Yield % from dividends | 2.70 | 4.10 | 66% |
| Returns for 1 year | 5.51 | 6.61 | 83% |
| Returns for 3 years | 11.59 | 15.06 | 77% |
| Returns for 5 years | 9.57 | 9.21 | 104% |
| Returns for 10 years | 22.35 | 27.04 | 83% |
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