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FTIWX vs GCFRX
FTIWX vs GCFRX Comparison
Open Charts FTIWX vs GCFRX
Fidelity Advisor Asset Manager 20% I
Price$13.99
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets5.49B
Nationwide Inv Dest Cnsrv R
Price$9.91
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets257.22M
FTIWX vs GCFRX Comparison Chart in %
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FTIWX vs. GCFRX 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 FTIWX is a Buy and GCFRX is a Buy.
FUNDAMENTALS
Fundamentals
FTIWX has more cash in the bank: 5.49B vs. GCFRX (257M). GCFRX (3.23) and FTIWX (3.17) have matching dividends . FTIWX was incepted earlier than GCFRX: FTIWX (19 years) vs GCFRX (22 years). GCFRX (1.18) is less costly to investors than FTIWX (0.52). GCFRX is a more actively managed with annual turnover of: 28.74 vs. FTIWX (24.00). FTIWX (0) and GCFRX (0) have matching initial minimum investment requirements. FTIWX annual gain was more profitable for investors over the last year : 6.09 vs. GCFRX (2.41). FTIWX return over 5 years is better than : 12.80 vs. GCFRX (6.75).
| FTIWX | GCFRX | FTIWX / GCFRX | |
| Total Expense Ratio | 0.52 | 1.18 | 44% |
| Annual Report Gross Expense Ratio | 0.52 | 1.18 | 44% |
| Fund Existence | 19 years | 22 years | - |
| Gain YTD | 4.807 | 3.947 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 5.49B | 257M | 2,137% |
| Annual Yield % from dividends | 3.17 | 3.23 | 98% |
| Returns for 1 year | 6.09 | 2.41 | 253% |
| Returns for 3 years | 13.42 | 10.15 | 132% |
| Returns for 5 years | 12.80 | 6.75 | 190% |
| Returns for 10 years | 28.49 | 20.03 | 142% |