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FIKVX vs POACX
FIKVX vs POACX Comparison
Open Charts FIKVX vs POACX
Fidelity Advisor Asset Manager 20% Z
Price$13.97
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets5.51B
Aristotle Portfolio OptimizationCns C
Price$9.79
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets123.87M
FIKVX vs POACX Comparison Chart in %
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FIKVX vs. POACX commentary
Aug 03, 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 POACX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.51B vs. POACX (124M). POACX pays higher dividends than FIKVX: POACX (3.97) vs FIKVX (3.25). FIKVX was incepted earlier than POACX: FIKVX (7 years) vs POACX (22 years). POACX (1.87) is less costly to investors than FIKVX (0.46). POACX is a more actively managed with annual turnover of: 53.00 vs. FIKVX (24.00). FIKVX has a lower initial minimum investment than POACX: FIKVX (0) vs POACX (1000). FIKVX (6.18) and POACX (6.10) have marching annual gain over last year. FIKVX return over 5 years is better than : 13.31 vs. POACX (1.50).
| FIKVX | POACX | FIKVX / POACX | |
| Total Expense Ratio | 0.46 | 1.86 | 25% |
| Annual Report Gross Expense Ratio | 0.46 | 1.87 | 25% |
| Fund Existence | 7 years | 22 years | - |
| Gain YTD | 4.918 | 4.930 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 5.51B | 124M | 4,441% |
| Annual Yield % from dividends | 3.25 | 3.97 | 82% |
| Returns for 1 year | 6.18 | 6.10 | 101% |
| Returns for 3 years | 13.71 | 7.63 | 180% |
| Returns for 5 years | 13.31 | 1.50 | 888% |
| Returns for 10 years | N/A | 7.70 | - |
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