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FIKVX vs PACDX
FIKVX vs PACDX Comparison
Open Charts FIKVX vs PACDX
Fidelity Advisor Asset Manager 20% Z
Price$13.97
Change-$0.05 (-0.36%)
VolumeN/A
Net Assets5.51B
Putnam Dynamic Asset Allocation Cnsrv R5
Price$11.08
Change-$0.05 (-0.45%)
VolumeN/A
Net Assets572.03M
FIKVX vs PACDX Comparison Chart in %
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FIKVX vs. PACDX commentary
Jul 08, 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 PACDX is a Buy.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.51B vs. PACDX (572M). FIKVX (3.26) and PACDX (3.16) have matching dividends . FIKVX was incepted earlier than PACDX: FIKVX (7 years) vs PACDX (13 years). PACDX (0.74) is less costly to investors than FIKVX (0.46). PACDX is a more actively managed with annual turnover of: 372.00 vs. FIKVX (24.00). FIKVX (0) and PACDX (0) have matching initial minimum investment requirements. FIKVX (7.07) and PACDX (6.98) have marching annual gain over last year. FIKVX return over 5 years is better than : 14.95 vs. PACDX (12.56).
| FIKVX | PACDX | FIKVX / PACDX | |
| Total Expense Ratio | 0.46 | 0.74 | 62% |
| Annual Report Gross Expense Ratio | 0.46 | 0.74 | 62% |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 4.716 | 5.495 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.51B | 572M | 963% |
| Annual Yield % from dividends | 3.26 | 3.16 | 103% |
| Returns for 1 year | 7.07 | 6.98 | 101% |
| Returns for 3 years | 15.62 | 19.98 | 78% |
| Returns for 5 years | 14.95 | 12.56 | 119% |
| Returns for 10 years | N/A | 25.73 | - |
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