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FTDWX vs TLSRX
FTDWX vs TLSRX Comparison
Open Charts FTDWX vs TLSRX
Fidelity Advisor Asset Manager 20% M
Price$13.91
Change-$0.05 (-0.36%)
VolumeN/A
Net Assets5.51B
Nuveen Lifestyle Income Retirement
Price$11.02
Change-$0.04 (-0.36%)
VolumeN/A
Net Assets75.87M
FTDWX vs TLSRX Comparison Chart in %
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FTDWX vs. TLSRX 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 FTDWX is a Buy and TLSRX is a Hold.
FUNDAMENTALS
Fundamentals
FTDWX has more cash in the bank: 5.51B vs. TLSRX (75.9M). TLSRX pays higher dividends than FTDWX: TLSRX (3.52) vs FTDWX (2.71). FTDWX was incepted earlier than TLSRX: FTDWX (19 years) vs TLSRX (14 years). FTDWX (1.02) is less costly to investors than TLSRX (0.97). FTDWX is a more actively managed with annual turnover of: 24.00 vs. TLSRX (19.00). FTDWX (0) and TLSRX (0) have matching initial minimum investment requirements. TLSRX annual gain was more profitable for investors over the last year : 7.10 vs. FTDWX (6.48). FTDWX (11.63) and TLSRX (11.10) have equivalent 5 years return.
| FTDWX | TLSRX | FTDWX / TLSRX | |
| Total Expense Ratio | 1.02 | 0.69 | 148% |
| Annual Report Gross Expense Ratio | 1.02 | 0.97 | 105% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 4.345 | 4.575 | 95% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 5.51B | 75.9M | 7,256% |
| Annual Yield % from dividends | 2.71 | 3.52 | 77% |
| Returns for 1 year | 6.48 | 7.10 | 91% |
| Returns for 3 years | 13.63 | 17.88 | 76% |
| Returns for 5 years | 11.63 | 11.10 | 105% |
| Returns for 10 years | 22.08 | 28.14 | 78% |
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