Interact to see
Advertisement
Advertisement
FIKVX vs NWWLX
FIKVX vs NWWLX Comparison
Open Charts FIKVX vs NWWLX
Fidelity Advisor Asset Manager 20% Z
Price$14.02
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets5.51B
Nationwide Inv Dest Cnsrv Ins Svc
Price$9.95
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets259.51M
FIKVX vs NWWLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIKVX vs. NWWLX 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 NWWLX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.51B vs. NWWLX (260M). NWWLX pays higher dividends than FIKVX: NWWLX (3.79) vs FIKVX (3.26). FIKVX was incepted earlier than NWWLX: FIKVX (7 years) vs NWWLX (11 years). NWWLX (0.59) is less costly to investors than FIKVX (0.46). NWWLX is a more actively managed with annual turnover of: 28.74 vs. FIKVX (24.00). FIKVX has a lower initial minimum investment than NWWLX: FIKVX (0) vs NWWLX (50000). FIKVX annual gain was more profitable for investors over the last year : 6.38 vs. NWWLX (4.14). FIKVX return over 5 years is better than : 13.99 vs. NWWLX (10.82).
| FIKVX | NWWLX | FIKVX / NWWLX | |
| Total Expense Ratio | 0.46 | 0.59 | 78% |
| Annual Report Gross Expense Ratio | 0.46 | 0.59 | 78% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | 4.343 | 4.124 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.51B | 260M | 2,118% |
| Annual Yield % from dividends | 3.26 | 3.79 | 86% |
| Returns for 1 year | 6.38 | 4.14 | 154% |
| Returns for 3 years | 15.38 | 14.40 | 107% |
| Returns for 5 years | 13.99 | 10.82 | 129% |
| Returns for 10 years | N/A | 26.49 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement