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FTDWX vs SIIAX
FTDWX vs SIIAX Comparison
Open Charts FTDWX vs SIIAX
Fidelity Advisor Asset Manager 20% M
Price$13.29
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets5.41B
AlphaCentric Real Income A
Price$15.60
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets49.33M
FTDWX vs SIIAX Comparison Chart
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FTDWX vs. SIIAX commentary
Apr 12, 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 SIIAX is a Hold.
FUNDAMENTALS
Fundamentals
FTDWX has more cash in the bank: 5.41B vs. SIIAX (49.3M). SIIAX pays higher dividends than FTDWX: SIIAX (6.40) vs FTDWX (2.80). FTDWX was incepted earlier than SIIAX: FTDWX (19 years) vs SIIAX (4 years). SIIAX (2.29) is less costly to investors than FTDWX (1.02). SIIAX is a more actively managed with annual turnover of: 44.00 vs. FTDWX (28.00). SIIAX initial investment is less costly to investors than FTDWX (4%) vs FTDWX (4%). FTDWX has a lower initial minimum investment than SIIAX: FTDWX (0) vs SIIAX (2500). SIIAX annual gain was more profitable for investors over the last year : 3.62 vs. FTDWX (2.89).
| FTDWX | SIIAX | FTDWX / SIIAX | |
| Total Expense Ratio | 1.02 | 1.76 | 58% |
| Annual Report Gross Expense Ratio | 1.02 | 2.29 | 45% |
| Fund Existence | 19 years | 4 years | - |
| Gain YTD | -1.360 | -4.665 | 29% |
| Front Load | 4% | 5% | 74% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 5.41B | 49.3M | 10,974% |
| Annual Yield % from dividends | 2.80 | 6.40 | 44% |
| Returns for 1 year | 2.89 | 3.62 | 80% |
| Returns for 3 years | 2.82 | 10.76 | 26% |
| Returns for 5 years | 11.05 | N/A | - |
| Returns for 10 years | 13.51 | 36.14 | 37% |
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