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FIKVX vs NDCAX
FIKVX vs NDCAX Comparison
Open Charts FIKVX vs NDCAX
Fidelity Advisor Asset Manager 20% Z
Price$14.02
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets5.51B
Nationwide Inv Dest Cnsrv A
Price$9.91
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets259.51M
FIKVX vs NDCAX Comparison Chart in %
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FIKVX vs. NDCAX 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 NDCAX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.51B vs. NDCAX (260M). NDCAX pays higher dividends than FIKVX: NDCAX (3.57) vs FIKVX (3.26). FIKVX was incepted earlier than NDCAX: FIKVX (7 years) vs NDCAX (25 years). NDCAX (0.83) is less costly to investors than FIKVX (0.46). NDCAX is a more actively managed with annual turnover of: 28.74 vs. FIKVX (24.00). FIKVX has a lower initial minimum investment than NDCAX: FIKVX (0) vs NDCAX (2000). FIKVX annual gain was more profitable for investors over the last year : 6.38 vs. NDCAX (3.79). FIKVX return over 5 years is better than : 13.99 vs. NDCAX (9.57).
| FIKVX | NDCAX | FIKVX / NDCAX | |
| Total Expense Ratio | 0.46 | 0.83 | 55% |
| Annual Report Gross Expense Ratio | 0.46 | 0.83 | 55% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 4.343 | 3.907 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 5.51B | 260M | 2,118% |
| Annual Yield % from dividends | 3.26 | 3.57 | 92% |
| Returns for 1 year | 6.38 | 3.79 | 168% |
| Returns for 3 years | 15.38 | 13.60 | 113% |
| Returns for 5 years | 13.99 | 9.57 | 146% |
| Returns for 10 years | N/A | 23.58 | - |
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