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FIKVX vs MXKVX
FIKVX vs MXKVX Comparison
Open Charts FIKVX vs MXKVX
Fidelity Advisor Asset Manager 20% Z
Price$13.97
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets5.51B
Empower Conservative Profile Instl
Price$10.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.44B
FIKVX vs MXKVX Comparison Chart in %
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FIKVX vs. MXKVX commentary
Aug 02, 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 MXKVX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.51B vs. MXKVX (1.44B). FIKVX pays higher dividends than MXKVX: FIKVX (3.25) vs MXKVX (2.58). FIKVX was incepted earlier than MXKVX: FIKVX (7 years) vs MXKVX (10 years). MXKVX (0.50) is less costly to investors than FIKVX (0.46). MXKVX is a more actively managed with annual turnover of: 26.00 vs. FIKVX (24.00). FIKVX (0) and MXKVX (0) have matching initial minimum investment requirements. FIKVX annual gain was more profitable for investors over the last year : 6.18 vs. MXKVX (4.26). MXKVX (13.85) and FIKVX (13.31) have equivalent 5 years return.
| FIKVX | MXKVX | FIKVX / MXKVX | |
| Total Expense Ratio | 0.46 | 0.42 | 110% |
| Annual Report Gross Expense Ratio | 0.46 | 0.50 | 92% |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | 4.918 | 4.433 | 111% |
| 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 | 2.58 | 126% |
| Returns for 1 year | 6.18 | 4.26 | 145% |
| Returns for 3 years | 13.71 | 11.19 | 123% |
| Returns for 5 years | 13.31 | 13.85 | 96% |
| Returns for 10 years | N/A | 27.60 | - |
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