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FIKVX vs PLCDX
FIKVX vs PLCDX Comparison
Open Charts FIKVX vs PLCDX
Fidelity Advisor Asset Manager 20% Z
Price$14.43
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets5.67B
Aristotle Portfolio OptimizatinCns I2
Price$10.90
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets124.87M
FIKVX vs PLCDX Comparison Chart in %
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FIKVX vs. PLCDX commentary
Dec 04, 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 StrongBuy and PLCDX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.67B vs. PLCDX (125M). PLCDX pays higher dividends than FIKVX: PLCDX (3.88) vs FIKVX (3.20). FIKVX was incepted earlier than PLCDX: FIKVX (7 years) vs PLCDX (13 years). PLCDX (0.83) is less costly to investors than FIKVX (0.46). PLCDX is a more actively managed with annual turnover of: 53.00 vs. FIKVX (24.00). FIKVX (0) and PLCDX (0) have matching initial minimum investment requirements. PLCDX annual gain was more profitable for investors over the last year : 7.82 vs. FIKVX (7.11). FIKVX return over 5 years is better than : 13.81 vs. PLCDX (6.09).
| FIKVX | PLCDX | FIKVX / PLCDX | |
| Total Expense Ratio | 0.46 | 0.83 | 55% |
| Annual Report Gross Expense Ratio | 0.46 | 0.83 | 55% |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 9.013 | 9.768 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.67B | 125M | 4,533% |
| Annual Yield % from dividends | 3.20 | 3.88 | 82% |
| Returns for 1 year | 7.11 | 7.82 | 91% |
| Returns for 3 years | 19.45 | 17.54 | 111% |
| Returns for 5 years | 13.81 | 6.09 | 227% |
| Returns for 10 years | N/A | 27.34 | - |
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