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FIKVX vs PFIFX
FIKVX vs PFIFX Comparison
Open Charts FIKVX vs PFIFX
Fidelity Advisor Asset Manager 20% Z
Price$14.25
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets5.56B
Principal SAM Flexible Income R5
Price$12.69
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets2.25B
FIKVX vs PFIFX Comparison Chart in %
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FIKVX vs. PFIFX commentary
Sep 09, 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 PFIFX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.56B vs. PFIFX (2.25B). FIKVX pays higher dividends than PFIFX: FIKVX (3.20) vs PFIFX (2.79). FIKVX was incepted earlier than PFIFX: FIKVX (7 years) vs PFIFX (19 years). PFIFX (0.95) is less costly to investors than FIKVX (0.46). FIKVX is a more actively managed with annual turnover of: 24.00 vs. PFIFX (19.80). FIKVX (0) and PFIFX (0) have matching initial minimum investment requirements. PFIFX annual gain was more profitable for investors over the last year : 7.50 vs. FIKVX (6.88). FIKVX (15.00) and PFIFX (14.34) have equivalent 5 years return.
| FIKVX | PFIFX | FIKVX / PFIFX | |
| Total Expense Ratio | 0.46 | 0.95 | 48% |
| Annual Report Gross Expense Ratio | 0.46 | 0.95 | 48% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 6.932 | 7.689 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.56B | 2.25B | 247% |
| Annual Yield % from dividends | 3.20 | 2.79 | 115% |
| Returns for 1 year | 6.88 | 7.50 | 92% |
| Returns for 3 years | 17.36 | 21.90 | 79% |
| Returns for 5 years | 15.00 | 14.34 | 105% |
| Returns for 10 years | N/A | 35.42 | - |
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