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FASIX vs JULCX
FASIX vs JULCX Comparison
Open Charts FASIX vs JULCX
Fidelity Asset Manager 20%
Price$14.27
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets5.56B
JHancock Multimanager Lifestyle Cnsrv R6
Price$12.37
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.59B
FASIX vs JULCX Comparison Chart in %
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FASIX vs. JULCX commentary
Sep 11, 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 FASIX is a Buy and JULCX is a Hold.
FUNDAMENTALS
Fundamentals
FASIX has more cash in the bank: 5.56B vs. JULCX (1.59B). JULCX pays higher dividends than FASIX: JULCX (4.04) vs FASIX (3.15). FASIX was incepted earlier than JULCX: FASIX (33 years) vs JULCX (14 years). JULCX (0.82) is less costly to investors than FASIX (0.49). FASIX is a more actively managed with annual turnover of: 24.00 vs. JULCX (16.00). FASIX has a lower initial minimum investment than JULCX: FASIX (0) vs JULCX (1000000). JULCX (7.10) and FASIX (6.97) have marching annual gain over last year. FASIX return over 5 years is better than : 15.46 vs. JULCX (11.80).
| FASIX | JULCX | FASIX / JULCX | |
| Total Expense Ratio | 0.49 | 0.82 | 60% |
| Annual Report Gross Expense Ratio | 0.49 | 0.82 | 60% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | 7.288 | 7.374 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 5.56B | 1.59B | 349% |
| Annual Yield % from dividends | 3.15 | 4.04 | 78% |
| Returns for 1 year | 6.97 | 7.10 | 98% |
| Returns for 3 years | 17.75 | 19.45 | 91% |
| Returns for 5 years | 15.46 | 11.80 | 131% |
| Returns for 10 years | 34.35 | 31.86 | 108% |
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