FIKVX
Price
$14.26
Change
+$0.02 (+0.14%)
Updated
Sep 10 closing price
Net Assets
5.56B
JULCX
Price
$12.37
Change
+$0.02 (+0.16%)
Updated
Sep 10 closing price
Net Assets
1.59B
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FIKVX vs JULCX

Header iconFIKVX vs JULCX Comparison
Open Charts FIKVX vs JULCXBanner chart's image
Fidelity Advisor Asset Manager 20% Z
Price$14.26
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets5.56B
JHancock Multimanager Lifestyle Cnsrv R6
Price$12.37
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.59B
FIKVX vs JULCX Comparison Chart in %
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FIKVX 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 FIKVX is a Buy and JULCX is a Hold.

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FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.56B vs. JULCX (1.59B). JULCX pays higher dividends than FIKVX: JULCX (4.04) vs FIKVX (3.20). FIKVX was incepted earlier than JULCX: FIKVX (7 years) vs JULCX (14 years). JULCX (0.82) is less costly to investors than FIKVX (0.46). FIKVX is a more actively managed with annual turnover of: 24.00 vs. JULCX (16.00). FIKVX has a lower initial minimum investment than JULCX: FIKVX (0) vs JULCX (1000000). JULCX (7.10) and FIKVX (6.94) have marching annual gain over last year. FIKVX return over 5 years is better than : 15.57 vs. JULCX (11.80).
FIKVXJULCXFIKVX / JULCX
Total Expense Ratio0.460.8256%
Annual Report Gross Expense Ratio0.460.8256%
Fund Existence7 years14 years-
Gain YTD7.3097.37499%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.56B1.59B349%
Annual Yield % from dividends3.204.0479%
Returns for 1 year6.947.1098%
Returns for 3 years17.7819.4591%
Returns for 5 years15.5711.80132%
Returns for 10 yearsN/A31.86-
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