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FTIWX vs LBETX
FTIWX vs LBETX Comparison
Open Charts FTIWX vs LBETX
Fidelity Advisor Asset Manager 20% I
Price$13.79
Change-$0.05 (-0.36%)
VolumeN/A
Net Assets5.44B
LGM Risk Managed Total Return Ins
Price$11.19
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets14.97M
FTIWX vs LBETX Comparison Chart
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FTIWX vs. LBETX commentary
Jun 08, 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 FTIWX is a Buy and LBETX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTIWX has more cash in the bank: 5.44B vs. LBETX (15M). FTIWX pays higher dividends than LBETX: FTIWX (3.21) vs LBETX (0.93). FTIWX was incepted earlier than LBETX: FTIWX (19 years) vs LBETX (8 years). LBETX (3.03) is less costly to investors than FTIWX (0.52). LBETX is a more actively managed with annual turnover of: 355.00 vs. FTIWX (24.00). FTIWX has a lower initial minimum investment than LBETX: FTIWX (0) vs LBETX (5000). FTIWX annual gain was more profitable for investors over the last year : 6.00 vs. LBETX (3.79). LBETX return over 5 years is better than : 17.68 vs. FTIWX (13.54).
| FTIWX | LBETX | FTIWX / LBETX | |
| Total Expense Ratio | 0.52 | 2.79 | 19% |
| Annual Report Gross Expense Ratio | 0.52 | 3.03 | 17% |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 3.196 | -1.063 | -301% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 5.44B | 15M | 36,273% |
| Annual Yield % from dividends | 3.21 | 0.93 | 346% |
| Returns for 1 year | 6.00 | 3.79 | 158% |
| Returns for 3 years | 11.33 | 19.53 | 58% |
| Returns for 5 years | 13.54 | 17.68 | 77% |
| Returns for 10 years | 26.85 | N/A | - |
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