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FIKVX vs PACDX
FIKVX vs PACDX Comparison
Open Charts FIKVX vs PACDX
Fidelity Advisor Asset Manager 20% Z
Price$14.25
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets5.56B
Putnam Dynamic Asset Allocation Cnsrv R5
Price$11.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets577.87M
FIKVX vs PACDX Comparison Chart in %
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FIKVX vs. PACDX commentary
Sep 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 PACDX is a Buy.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.56B vs. PACDX (578M). PACDX pays higher dividends than FIKVX: PACDX (3.56) vs FIKVX (3.20). 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. PACDX annual gain was more profitable for investors over the last year : 7.29 vs. FIKVX (6.88). FIKVX return over 5 years is better than : 15.00 vs. PACDX (12.88).
| 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 | 6.932 | 8.645 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.56B | 578M | 962% |
| Annual Yield % from dividends | 3.20 | 3.56 | 90% |
| Returns for 1 year | 6.88 | 7.29 | 94% |
| Returns for 3 years | 17.36 | 22.71 | 76% |
| Returns for 5 years | 15.00 | 12.88 | 116% |
| Returns for 10 years | N/A | 31.47 | - |
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