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FTDWX vs QBDAX
FTDWX vs QBDAX Comparison
Open Charts FTDWX vs QBDAX
Fidelity Advisor Asset Manager 20% M
Price$13.85
Change-$0.02 (-0.14%)
VolumeN/A
CapitalizationN/A
Quantified Managed Income Advisor
Price$8.51
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FTDWX vs QBDAX Comparison Chart
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FTDWX vs. QBDAX commentary
Sep 21, 2024
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 StrongBuy and QBDAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTDWX has more cash in the bank: 5.33B vs. QBDAX (159M). FTDWX (2.67) and QBDAX (2.55) have matching dividends . FTDWX was incepted earlier than QBDAX: FTDWX (18 years) vs QBDAX (9 years). QBDAX is a more actively managed with annual turnover of: 802.00 vs. FTDWX (28.00). FTDWX has a lower initial minimum investment than QBDAX: FTDWX (0) vs QBDAX (10000). FTDWX annual gain was more profitable for investors over the last year : 12.30 vs. QBDAX (3.93). FTDWX return over 5 years is better than : 11.62 vs. QBDAX (-11.29).
| FTDWX | QBDAX | FTDWX / QBDAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 6.304 | 2.654 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 5.33B | 159M | 3,352% |
| Annual Yield % from dividends | 2.67 | 2.55 | 105% |
| Returns for 1 year | 12.30 | 3.93 | 313% |
| Returns for 3 years | 0.07 | -0.79 | -9% |
| Returns for 5 years | 11.62 | -11.29 | -103% |
| Returns for 10 years | 16.33 | N/A | - |
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