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FIKVX vs PFIJX
FIKVX vs PFIJX Comparison
Open Charts FIKVX vs PFIJX
Fidelity Advisor Asset Manager 20% Z
Price$14.25
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets5.56B
Principal SAM Flexible Income J
Price$12.64
Change+$0.08 (+0.64%)
VolumeN/A
Net Assets2.26B
FIKVX vs PFIJX Comparison Chart in %
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FIKVX vs. PFIJX 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 PFIJX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.56B vs. PFIJX (2.26B). FIKVX pays higher dividends than PFIJX: FIKVX (3.20) vs PFIJX (2.91). FIKVX was incepted earlier than PFIJX: FIKVX (7 years) vs PFIJX (19 years). PFIJX (0.85) is less costly to investors than FIKVX (0.46). FIKVX is a more actively managed with annual turnover of: 24.00 vs. PFIJX (19.80). FIKVX has a lower initial minimum investment than PFIJX: FIKVX (0) vs PFIJX (1000). PFIJX annual gain was more profitable for investors over the last year : 7.65 vs. FIKVX (6.88). FIKVX (15.00) and PFIJX (14.98) have equivalent 5 years return.
| FIKVX | PFIJX | FIKVX / PFIJX | |
| Total Expense Ratio | 0.46 | 0.85 | 54% |
| Annual Report Gross Expense Ratio | 0.46 | 0.85 | 54% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 6.932 | 7.794 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.56B | 2.26B | 246% |
| Annual Yield % from dividends | 3.20 | 2.91 | 110% |
| Returns for 1 year | 6.88 | 7.65 | 90% |
| Returns for 3 years | 17.36 | 22.39 | 78% |
| Returns for 5 years | 15.00 | 14.98 | 100% |
| Returns for 10 years | N/A | 36.81 | - |
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