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FIKVX vs MXCPX
FIKVX vs MXCPX Comparison
Open Charts FIKVX vs MXCPX
Fidelity Advisor Asset Manager 20% Z
Price$13.97
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets5.51B
Empower Conservative Profile I
Price$7.73
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.44B
FIKVX vs MXCPX Comparison Chart in %
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FIKVX vs. MXCPX commentary
Aug 03, 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 MXCPX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.51B vs. MXCPX (1.44B). FIKVX pays higher dividends than MXCPX: FIKVX (3.25) vs MXCPX (3.01). FIKVX was incepted earlier than MXCPX: FIKVX (7 years) vs MXCPX (26 years). MXCPX (0.85) is less costly to investors than FIKVX (0.46). MXCPX is a more actively managed with annual turnover of: 26.00 vs. FIKVX (24.00). FIKVX (0) and MXCPX (0) have matching initial minimum investment requirements. FIKVX annual gain was more profitable for investors over the last year : 6.18 vs. MXCPX (3.58). FIKVX return over 5 years is better than : 13.31 vs. MXCPX (9.57).
| FIKVX | MXCPX | FIKVX / MXCPX | |
| Total Expense Ratio | 0.46 | 0.77 | 60% |
| Annual Report Gross Expense Ratio | 0.46 | 0.85 | 54% |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | 4.918 | 4.178 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.51B | 1.44B | 383% |
| Annual Yield % from dividends | 3.25 | 3.01 | 108% |
| Returns for 1 year | 6.18 | 3.58 | 172% |
| Returns for 3 years | 13.71 | 8.42 | 163% |
| Returns for 5 years | 13.31 | 9.57 | 139% |
| Returns for 10 years | N/A | 16.02 | - |
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