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FIKVX vs PLCDX
FIKVX vs PLCDX Comparison
Open Charts FIKVX vs PLCDX
Fidelity Advisor Asset Manager 20% Z
Price$14.49
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets6.28B
Aristotle Portfolio OptimizatinCns I2
Price$10.58
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets124.79M
FIKVX vs PLCDX Comparison Chart in %
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FIKVX vs. PLCDX commentary
Jan 17, 2026
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 Hold and PLCDX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 6.28B vs. PLCDX (125M). PLCDX pays higher dividends than FIKVX: PLCDX (4.11) vs FIKVX (3.24). FIKVX was incepted earlier than PLCDX: FIKVX (7 years) vs PLCDX (13 years). PLCDX (0.83) is less costly to investors than FIKVX (0.48). 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 (10.36) and FIKVX (9.98) have marching annual gain over last year. FIKVX return over 5 years is better than : 14.64 vs. PLCDX (5.89).
| FIKVX | PLCDX | FIKVX / PLCDX | |
| Total Expense Ratio | 0.45 | 0.83 | 54% |
| Annual Report Gross Expense Ratio | 0.48 | 0.83 | 58% |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 0.975 | 0.954 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.28B | 125M | 5,022% |
| Annual Yield % from dividends | 3.24 | 4.11 | 79% |
| Returns for 1 year | 9.98 | 10.36 | 96% |
| Returns for 3 years | 22.42 | 25.53 | 88% |
| Returns for 5 years | 14.64 | 5.89 | 248% |
| Returns for 10 years | N/A | 35.05 | - |
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