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FTIWX vs TLSRX
FTIWX vs TLSRX Comparison
Open Charts FTIWX vs TLSRX
Fidelity Advisor Asset Manager 20% I
Price$13.99
Change-$0.05 (-0.36%)
VolumeN/A
Net Assets5.51B
Nuveen Lifestyle Income Retirement
Price$11.06
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets75.87M
FTIWX vs TLSRX Comparison Chart in %
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FTIWX 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 FTIWX is a Buy and TLSRX is a Hold.
FUNDAMENTALS
Fundamentals
FTIWX has more cash in the bank: 5.51B vs. TLSRX (75.9M). TLSRX pays higher dividends than FTIWX: TLSRX (3.52) vs FTIWX (3.19). FTIWX was incepted earlier than TLSRX: FTIWX (19 years) vs TLSRX (14 years). TLSRX (0.97) is less costly to investors than FTIWX (0.52). FTIWX is a more actively managed with annual turnover of: 24.00 vs. TLSRX (19.00). FTIWX (0) and TLSRX (0) have matching initial minimum investment requirements. TLSRX (7.10) and FTIWX (7.06) have marching annual gain over last year. FTIWX return over 5 years is better than : 14.51 vs. TLSRX (11.10).
| FTIWX | TLSRX | FTIWX / TLSRX | |
| Total Expense Ratio | 0.52 | 0.69 | 75% |
| Annual Report Gross Expense Ratio | 0.52 | 0.97 | 54% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 4.687 | 4.575 | 102% |
| Front Load | N/A | 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 | 3.19 | 3.52 | 91% |
| Returns for 1 year | 7.06 | 7.10 | 100% |
| Returns for 3 years | 15.41 | 17.88 | 86% |
| Returns for 5 years | 14.51 | 11.10 | 131% |
| Returns for 10 years | 28.64 | 28.14 | 102% |