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BKCPX vs FTCWX
BKCPX vs FTCWX Comparison
Open Charts BKCPX vs FTCWX
BlackRock 20/80 Target Allocation K
Price$11.57
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets435.01M
Fidelity Advisor Asset Manager 20% C
Price$13.83
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets5.51B
BKCPX vs FTCWX Comparison Chart in %
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BKCPX vs. FTCWX commentary
Jul 30, 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 StrongBuy and FTCWX is a Buy.
FUNDAMENTALS
Fundamentals
FTCWX has more cash in the bank: 5.51B vs. BKCPX (435M). BKCPX pays higher dividends than FTCWX: BKCPX (4.18) vs FTCWX (2.24). BKCPX was incepted earlier than FTCWX: BKCPX (9 years) vs FTCWX (19 years). FTCWX (1.52) is less costly to investors than BKCPX (0.36). BKCPX is a more actively managed with annual turnover of: 94.00 vs. FTCWX (24.00). FTCWX has a lower initial minimum investment than BKCPX: FTCWX (0) vs BKCPX (5000000). BKCPX annual gain was more profitable for investors over the last year : 7.55 vs. FTCWX (5.81). BKCPX return over 5 years is better than : 8.10 vs. FTCWX (7.61).
| BKCPX | FTCWX | BKCPX / FTCWX | |
| Total Expense Ratio | 0.28 | 1.52 | 18% |
| Annual Report Gross Expense Ratio | 0.36 | 1.52 | 24% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 5.469 | 4.527 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 435M | 5.51B | 8% |
| Annual Yield % from dividends | 4.18 | 2.24 | 186% |
| Returns for 1 year | 7.55 | 5.81 | 130% |
| Returns for 3 years | 15.20 | 9.79 | 155% |
| Returns for 5 years | 8.10 | 7.61 | 106% |
| Returns for 10 years | N/A | 16.16 | - |
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