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BKCPX vs FTAWX
BKCPX vs FTAWX Comparison
Open Charts BKCPX vs FTAWX
BlackRock 20/80 Target Allocation K
Price$11.86
Change+$0.08 (+0.68%)
VolumeN/A
Net Assets446.8M
Fidelity Advisor Asset Manager 20% A
Price$14.23
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets5.56B
BKCPX vs FTAWX Comparison Chart in %
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BKCPX vs. FTAWX commentary
Sep 09, 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 BKCPX is a Buy and FTAWX is a Buy.
FUNDAMENTALS
Fundamentals
FTAWX has more cash in the bank: 5.56B vs. BKCPX (447M). BKCPX pays higher dividends than FTAWX: BKCPX (4.11) vs FTAWX (2.91). BKCPX was incepted earlier than FTAWX: BKCPX (9 years) vs FTAWX (19 years). FTAWX (0.77) is less costly to investors than BKCPX (0.36). BKCPX is a more actively managed with annual turnover of: 94.00 vs. FTAWX (24.00). FTAWX has a lower initial minimum investment than BKCPX: FTAWX (0) vs BKCPX (5000000). BKCPX annual gain was more profitable for investors over the last year : 7.65 vs. FTAWX (6.57). FTAWX return over 5 years is better than : 13.12 vs. BKCPX (10.28).
| BKCPX | FTAWX | BKCPX / FTAWX | |
| Total Expense Ratio | 0.28 | 0.77 | 36% |
| Annual Report Gross Expense Ratio | 0.36 | 0.77 | 47% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 8.113 | 6.746 | 120% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 447M | 5.56B | 8% |
| Annual Yield % from dividends | 4.11 | 2.91 | 141% |
| Returns for 1 year | 7.65 | 6.57 | 117% |
| Returns for 3 years | 21.66 | 16.34 | 133% |
| Returns for 5 years | 10.28 | 13.12 | 78% |
| Returns for 10 years | N/A | 29.79 | - |
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