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FIKVX vs PLCDX
FIKVX vs PLCDX Comparison
Open Charts FIKVX vs PLCDX
Fidelity Advisor Asset Manager 20% Z
Price$13.93
Change-$0.10 (-0.71%)
VolumeN/A
Net Assets5.51B
Aristotle Portfolio OptimizatinCns I2
Price$10.40
Change-$0.04 (-0.38%)
VolumeN/A
Net Assets124.29M
FIKVX vs PLCDX Comparison Chart in %
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FIKVX vs. PLCDX commentary
Jul 13, 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 PLCDX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.51B vs. PLCDX (124M). PLCDX pays higher dividends than FIKVX: PLCDX (4.06) vs FIKVX (3.26). FIKVX was incepted earlier than PLCDX: FIKVX (7 years) vs PLCDX (13 years). PLCDX (0.87) is less costly to investors than FIKVX (0.46). PLCDX is a more actively managed with annual turnover of: 127.00 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 : 6.82 vs. FIKVX (5.80). FIKVX return over 5 years is better than : 14.05 vs. PLCDX (8.32).
| FIKVX | PLCDX | FIKVX / PLCDX | |
| Total Expense Ratio | 0.46 | 0.86 | 53% |
| Annual Report Gross Expense Ratio | 0.46 | 0.87 | 53% |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 4.394 | 4.733 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.51B | 124M | 4,441% |
| Annual Yield % from dividends | 3.26 | 4.06 | 80% |
| Returns for 1 year | 5.80 | 6.82 | 85% |
| Returns for 3 years | 15.69 | 13.73 | 114% |
| Returns for 5 years | 14.05 | 8.32 | 169% |
| Returns for 10 years | N/A | 19.01 | - |
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