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FTDWX vs JQLCX
FTDWX vs JQLCX Comparison
Open Charts FTDWX vs JQLCX
Fidelity Advisor Asset Manager 20% M
Price$13.98
Change+$0.06 (+0.43%)
VolumeN/A
Net Assets5.49B
JHancock Multimanager Lifestyle Cnsrv R2
Price$12.16
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets1.58B
FTDWX vs JQLCX Comparison Chart in %
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FTDWX vs. JQLCX commentary
Aug 05, 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 JQLCX is a Hold.
FUNDAMENTALS
Fundamentals
FTDWX has more cash in the bank: 5.49B vs. JQLCX (1.58B). JQLCX pays higher dividends than FTDWX: JQLCX (3.62) vs FTDWX (2.70). FTDWX was incepted earlier than JQLCX: FTDWX (19 years) vs JQLCX (13 years). JQLCX (1.32) is less costly to investors than FTDWX (1.02). FTDWX is a more actively managed with annual turnover of: 24.00 vs. JQLCX (16.00). FTDWX (0) and JQLCX (0) have matching initial minimum investment requirements. JQLCX annual gain was more profitable for investors over the last year : 6.19 vs. FTDWX (5.60). FTDWX return over 5 years is better than : 10.05 vs. JQLCX (7.53).
| FTDWX | JQLCX | FTDWX / JQLCX | |
| Total Expense Ratio | 1.02 | 1.32 | 77% |
| Annual Report Gross Expense Ratio | 1.02 | 1.32 | 77% |
| Fund Existence | 19 years | 13 years | - |
| Gain YTD | 4.509 | 4.855 | 93% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 5.49B | 1.58B | 348% |
| Annual Yield % from dividends | 2.70 | 3.62 | 75% |
| Returns for 1 year | 5.60 | 6.19 | 90% |
| Returns for 3 years | 11.71 | 13.76 | 85% |
| Returns for 5 years | 10.05 | 7.53 | 134% |
| Returns for 10 years | 22.09 | 21.04 | 105% |
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