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FIKVX vs SCUPX
FIKVX vs SCUPX Comparison
Open Charts FIKVX vs SCUPX
Fidelity Advisor Asset Manager 20% Z
Price$14.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.57B
Principal SAM Flexible Income C
Price$12.72
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.24B
FIKVX vs SCUPX Comparison Chart in %
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FIKVX vs. SCUPX commentary
Oct 20, 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 SCUPX is a Hold.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.57B vs. SCUPX (2.24B). FIKVX pays higher dividends than SCUPX: FIKVX (3.16) vs SCUPX (1.97). FIKVX was incepted earlier than SCUPX: FIKVX (7 years) vs SCUPX (24 years). SCUPX (1.80) is less costly to investors than FIKVX (0.46). FIKVX is a more actively managed with annual turnover of: 24.00 vs. SCUPX (19.80). FIKVX has a lower initial minimum investment than SCUPX: FIKVX (0) vs SCUPX (1000). FIKVX annual gain was more profitable for investors over the last year : 7.37 vs. SCUPX (6.52). FIKVX return over 5 years is better than : 15.77 vs. SCUPX (10.15).
| FIKVX | SCUPX | FIKVX / SCUPX | |
| Total Expense Ratio | 0.46 | 1.80 | 26% |
| Annual Report Gross Expense Ratio | 0.46 | 1.80 | 26% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 8.484 | 7.984 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.57B | 2.24B | 249% |
| Annual Yield % from dividends | 3.16 | 1.97 | 161% |
| Returns for 1 year | 7.37 | 6.52 | 113% |
| Returns for 3 years | 24.14 | 26.91 | 90% |
| Returns for 5 years | 15.77 | 10.15 | 155% |
| Returns for 10 years | N/A | 24.66 | - |
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