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FIQWX vs RPFCX
FIQWX vs RPFCX Comparison
Open Charts FIQWX vs RPFCX
Fidelity Advisor Strategic Div & Inc Z
Price$17.78
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets5.21B
Davis Balanced Fund A
Price$63.98
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets271.23M
FIQWX vs RPFCX Comparison Chart in %
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FIQWX vs. RPFCX commentary
Jul 28, 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 FIQWX is a Buy and RPFCX is a Buy.
FUNDAMENTALS
Fundamentals
FIQWX has more cash in the bank: 5.21B vs. RPFCX (271M). FIQWX pays higher dividends than RPFCX: FIQWX (2.51) vs RPFCX (1.49). FIQWX was incepted earlier than RPFCX: FIQWX (7 years) vs RPFCX (33 years). RPFCX (0.98) is less costly to investors than FIQWX (0.56). FIQWX is a more actively managed with annual turnover of: 36.00 vs. RPFCX (20.00). FIQWX has a lower initial minimum investment than RPFCX: FIQWX (0) vs RPFCX (1000). FIQWX annual gain was more profitable for investors over the last year : 8.96 vs. RPFCX (7.53). RPFCX return over 5 years is better than : 77.02 vs. FIQWX (37.18).
| FIQWX | RPFCX | FIQWX / RPFCX | |
| Total Expense Ratio | 0.56 | 0.98 | 57% |
| Annual Report Gross Expense Ratio | 0.56 | 0.98 | 57% |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | 7.393 | 9.617 | 77% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.21B | 271M | 1,922% |
| Annual Yield % from dividends | 2.51 | 1.49 | 168% |
| Returns for 1 year | 8.96 | 7.53 | 119% |
| Returns for 3 years | 22.41 | 45.21 | 50% |
| Returns for 5 years | 37.18 | 77.02 | 48% |
| Returns for 10 years | N/A | 98.34 | - |
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