Ad is loading...
FTIWX vs SIIAX
FTIWX vs SIIAX Comparison
Open Charts FTIWX vs SIIAX
Fidelity Advisor Asset Manager 20% I
Price$13.36
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets5.41B
AlphaCentric Real Income A
Price$15.60
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets49.33M
FTIWX vs SIIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FTIWX 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 FTIWX is a Buy and SIIAX is a Hold.
FUNDAMENTALS
Fundamentals
FTIWX has more cash in the bank: 5.41B vs. SIIAX (49.3M). SIIAX pays higher dividends than FTIWX: SIIAX (6.40) vs FTIWX (3.29). FTIWX was incepted earlier than SIIAX: FTIWX (19 years) vs SIIAX (4 years). SIIAX (2.29) is less costly to investors than FTIWX (0.52). SIIAX is a more actively managed with annual turnover of: 44.00 vs. FTIWX (28.00). FTIWX has a lower initial minimum investment than SIIAX: FTIWX (0) vs SIIAX (2500). SIIAX annual gain was more profitable for investors over the last year : 3.62 vs. FTIWX (3.39).
| FTIWX | SIIAX | FTIWX / SIIAX | |
| Total Expense Ratio | 0.52 | 1.76 | 30% |
| Annual Report Gross Expense Ratio | 0.52 | 2.29 | 23% |
| Fund Existence | 19 years | 4 years | - |
| Gain YTD | -1.239 | -4.665 | 27% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 5.41B | 49.3M | 10,974% |
| Annual Yield % from dividends | 3.29 | 6.40 | 51% |
| Returns for 1 year | 3.39 | 3.62 | 94% |
| Returns for 3 years | 4.35 | 10.76 | 40% |
| Returns for 5 years | 13.85 | N/A | - |
| Returns for 10 years | 19.52 | 36.14 | 54% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers