Interact to see
Advertisement
Advertisement
FIKVX vs GCFRX
FIKVX vs GCFRX Comparison
Open Charts FIKVX vs GCFRX
Fidelity Advisor Asset Manager 20% Z
Price$14.02
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets5.51B
Nationwide Inv Dest Cnsrv R
Price$9.89
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets259.51M
FIKVX vs GCFRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIKVX vs. GCFRX commentary
Jul 10, 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 FIKVX is a Buy and GCFRX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.51B vs. GCFRX (260M). FIKVX (3.26) and GCFRX (3.23) have matching dividends . FIKVX was incepted earlier than GCFRX: FIKVX (7 years) vs GCFRX (22 years). GCFRX (1.18) is less costly to investors than FIKVX (0.46). GCFRX is a more actively managed with annual turnover of: 28.74 vs. FIKVX (24.00). FIKVX (0) and GCFRX (0) have matching initial minimum investment requirements. FIKVX annual gain was more profitable for investors over the last year : 6.38 vs. GCFRX (3.44). FIKVX return over 5 years is better than : 13.99 vs. GCFRX (7.77).
| FIKVX | GCFRX | FIKVX / GCFRX | |
| Total Expense Ratio | 0.46 | 1.18 | 39% |
| Annual Report Gross Expense Ratio | 0.46 | 1.18 | 39% |
| Fund Existence | 7 years | 22 years | - |
| Gain YTD | 4.343 | 3.737 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.51B | 260M | 2,118% |
| Annual Yield % from dividends | 3.26 | 3.23 | 101% |
| Returns for 1 year | 6.38 | 3.44 | 185% |
| Returns for 3 years | 15.38 | 12.47 | 123% |
| Returns for 5 years | 13.99 | 7.77 | 180% |
| Returns for 10 years | N/A | 20.14 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers