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FTDWX vs TLSRX
FTDWX vs TLSRX Comparison
Open Charts FTDWX vs TLSRX
Fidelity Advisor Asset Manager 20% M
Price$13.95
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets5.51B
Nuveen Lifestyle Income Retirement
Price$11.08
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets75.59M
FTDWX vs TLSRX Comparison Chart in %
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FTDWX vs. TLSRX commentary
Jul 29, 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 (75.6M). 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 (6.70) and FTDWX (6.37) have marching annual gain over last year. FTDWX return over 5 years is better than : 10.37 vs. TLSRX (9.47).
| 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 | 4.809 | 4.764 | 101% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 5.51B | 75.6M | 7,284% |
| Annual Yield % from dividends | 2.71 | 3.52 | 77% |
| Returns for 1 year | 6.37 | 6.70 | 95% |
| Returns for 3 years | 11.54 | 15.52 | 74% |
| Returns for 5 years | 10.37 | 9.47 | 109% |
| Returns for 10 years | 22.16 | 27.79 | 80% |
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