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FTCWX vs JCLCX
FTCWX vs JCLCX Comparison
Open Charts FTCWX vs JCLCX
Fidelity Advisor Asset Manager 20% C
Price$13.84
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets5.51B
JHancock Multimanager Lifestyle Cnsrv C
Price$12.11
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets1.59B
FTCWX vs JCLCX Comparison Chart in %
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FTCWX vs. JCLCX commentary
Jul 10, 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 FTCWX is a Buy and JCLCX is a Hold.
FUNDAMENTALS
Fundamentals
FTCWX has more cash in the bank: 5.51B vs. JCLCX (1.59B). JCLCX pays higher dividends than FTCWX: JCLCX (3.00) vs FTCWX (2.24). FTCWX was incepted earlier than JCLCX: FTCWX (19 years) vs JCLCX (20 years). JCLCX (1.93) is less costly to investors than FTCWX (1.52). FTCWX is a more actively managed with annual turnover of: 24.00 vs. JCLCX (16.00). FTCWX has a lower initial minimum investment than JCLCX: FTCWX (0) vs JCLCX (1000). JCLCX IRA initial investment is lower compared to FTCWX: JCLCX (1000) vs FTCWX (500). JCLCX annual gain was more profitable for investors over the last year : 6.51 vs. FTCWX (5.31). FTCWX return over 5 years is better than : 8.02 vs. JCLCX (6.03).
| FTCWX | JCLCX | FTCWX / JCLCX | |
| Total Expense Ratio | 1.52 | 1.93 | 79% |
| Annual Report Gross Expense Ratio | 1.52 | 1.93 | 79% |
| Fund Existence | 19 years | 20 years | - |
| Gain YTD | 3.796 | 4.354 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | 500 | 1000 | 50% |
| Net Assets | 5.51B | 1.59B | 347% |
| Annual Yield % from dividends | 2.24 | 3.00 | 75% |
| Returns for 1 year | 5.31 | 6.51 | 81% |
| Returns for 3 years | 11.75 | 14.30 | 82% |
| Returns for 5 years | 8.02 | 6.03 | 133% |
| Returns for 10 years | 15.87 | 14.04 | 113% |
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