Interact to see
Advertisement
Advertisement
FIKVX vs PLCDX
FIKVX vs PLCDX Comparison
Open Charts FIKVX vs PLCDX
Fidelity Advisor Asset Manager 20% Z
Price$14.35
Change-$0.07 (-0.49%)
VolumeN/A
Net Assets5.61B
Aristotle Portfolio OptimizatinCns I2
Price$10.80
Change-$0.07 (-0.64%)
VolumeN/A
Net Assets124.88M
FIKVX vs PLCDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIKVX vs. PLCDX commentary
Nov 14, 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: 5.61B vs. PLCDX (125M). PLCDX pays higher dividends than FIKVX: PLCDX (3.90) vs FIKVX (3.14). 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. FIKVX (8.36) and PLCDX (8.06) have marching annual gain over last year. FIKVX return over 5 years is better than : 15.17 vs. PLCDX (7.03).
| 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 | 8.938 | 8.761 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.61B | 125M | 4,491% |
| Annual Yield % from dividends | 3.14 | 3.90 | 80% |
| Returns for 1 year | 8.36 | 8.06 | 104% |
| Returns for 3 years | 22.12 | 19.56 | 113% |
| Returns for 5 years | 15.17 | 7.03 | 216% |
| Returns for 10 years | N/A | 25.94 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GAOZX | 22.52 | -0.24 | -1.05% |
| JPMorgan Global Allocation R6 | |||
| GGSYX | 16.14 | -0.26 | -1.59% |
| Grandeur Peak Global Stalwarts Instl | |||
| MISGX | 12.64 | -0.28 | -2.17% |
| Meridian Small Cap Growth Investor | |||
| JGTUX | 46.23 | -1.16 | -2.45% |
| JPMorgan Growth Advantage R4 | |||
| VMCRX | 5.58 | -0.15 | -2.62% |
| Voya MidCap Opportunities Port R6 | |||