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FTDWX vs JCLCX
FTDWX vs JCLCX Comparison
Open Charts FTDWX vs JCLCX
Fidelity Advisor Asset Manager 20% M
Price$13.92
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets5.49B
JHancock Multimanager Lifestyle Cnsrv C
Price$12.13
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.58B
FTDWX vs JCLCX Comparison Chart in %
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FTDWX vs. JCLCX commentary
Aug 03, 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 FTDWX is a Buy and JCLCX is a Hold.
FUNDAMENTALS
Fundamentals
FTDWX has more cash in the bank: 5.49B vs. JCLCX (1.58B). JCLCX pays higher dividends than FTDWX: JCLCX (3.00) vs FTDWX (2.70). FTDWX was incepted earlier than JCLCX: FTDWX (19 years) vs JCLCX (20 years). JCLCX (1.93) is less costly to investors than FTDWX (1.02). FTDWX is a more actively managed with annual turnover of: 24.00 vs. JCLCX (16.00). FTDWX has a lower initial minimum investment than JCLCX: FTDWX (0) vs JCLCX (1000). JCLCX IRA initial investment is lower compared to FTDWX: JCLCX (1000) vs FTDWX (500). FTDWX (5.60) and JCLCX (5.52) have marching annual gain over last year. FTDWX return over 5 years is better than : 10.05 vs. JCLCX (4.21).
| FTDWX | JCLCX | FTDWX / JCLCX | |
| Total Expense Ratio | 1.02 | 1.93 | 53% |
| Annual Report Gross Expense Ratio | 1.02 | 1.93 | 53% |
| Fund Existence | 19 years | 20 years | - |
| Gain YTD | 4.509 | 4.526 | 100% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | 500 | 1000 | 50% |
| Net Assets | 5.49B | 1.58B | 348% |
| Annual Yield % from dividends | 2.70 | 3.00 | 90% |
| Returns for 1 year | 5.60 | 5.52 | 101% |
| Returns for 3 years | 11.71 | 11.59 | 101% |
| Returns for 5 years | 10.05 | 4.21 | 239% |
| Returns for 10 years | 22.09 | 14.05 | 157% |
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