Interact to see
Advertisement
Advertisement
FIQWX vs RPFCX
FIQWX vs RPFCX Comparison
Open Charts FIQWX vs RPFCX
Fidelity Advisor Strategic Div & Inc Z
Price$17.72
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets5.21B
Davis Balanced Fund A
Price$64.61
Change+$0.27 (+0.42%)
VolumeN/A
Net Assets274.14M
FIQWX vs RPFCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIQWX vs. RPFCX commentary
Jul 08, 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 (274M). 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 : 9.40 vs. RPFCX (8.91). RPFCX return over 5 years is better than : 82.44 vs. FIQWX (39.23).
| 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 | 6.271 | 10.697 | 59% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.21B | 274M | 1,901% |
| Annual Yield % from dividends | 2.51 | 1.49 | 168% |
| Returns for 1 year | 9.40 | 8.91 | 105% |
| Returns for 3 years | 23.00 | 49.03 | 47% |
| Returns for 5 years | 39.23 | 82.44 | 48% |
| Returns for 10 years | N/A | 96.26 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ETAHX | 32.91 | 0.16 | +0.49% |
| Eventide Healthcare & Life Sciences A | |||
| AOBLX | 11.62 | 0.05 | +0.43% |
| Victory Pioneer Balanced A | |||
| RERBX | 57.18 | 0.12 | +0.21% |
| American Funds EUPAC R2 | |||
| IHOFX | 21.40 | 0.03 | +0.14% |
| Hartford International Opportunities F | |||
| DPRDX | 12.87 | N/A | N/A |
| Macquarie Global Listed Real Assets R6 | |||