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FIQWX vs RPFCX
FIQWX vs RPFCX Comparison
Open Charts FIQWX vs RPFCX
Fidelity Advisor Strategic Div & Inc Z
Price$17.23
Change-$0.15 (-0.86%)
VolumeN/A
Net Assets5.13B
Davis Balanced Fund A
Price$62.48
Change-$0.47 (-0.75%)
VolumeN/A
Net Assets264.55M
FIQWX vs RPFCX Comparison Chart
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FIQWX vs. RPFCX commentary
Jun 16, 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: 5.13B vs. RPFCX (265M). FIQWX pays higher dividends than RPFCX: FIQWX (2.57) vs RPFCX (1.50). 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 : 7.14 vs. RPFCX (6.17). RPFCX return over 5 years is better than : 76.00 vs. FIQWX (37.85).
| 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 | 3.333 | 6.659 | 50% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 265M | 1,937% |
| Annual Yield % from dividends | 2.57 | 1.50 | 171% |
| Returns for 1 year | 7.14 | 6.17 | 116% |
| Returns for 3 years | 23.44 | 44.96 | 52% |
| Returns for 5 years | 37.85 | 76.00 | 50% |
| Returns for 10 years | N/A | 82.12 | - |
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