BTBFX
Price
$66.22
Change
+$0.16 (+0.24%)
Updated
Oct 24 closing price
Net Assets
566.76M
FIQWX
Price
$18.48
Change
+$0.10 (+0.54%)
Updated
Oct 24 closing price
Net Assets
5.36B
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BTBFX vs FIQWX

Header iconBTBFX vs FIQWX Comparison
Open Charts BTBFX vs FIQWXBanner chart's image
Boston Trust Asset Management
Price$66.22
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets566.76M
Fidelity Advisor Strategic Div & Inc Z
Price$18.48
Change+$0.10 (+0.54%)
VolumeN/A
Net Assets5.36B
BTBFX vs FIQWX Comparison Chart in %
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BTBFX vs. FIQWX commentary
Oct 25, 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 BTBFX is a Buy and FIQWX is a Hold.

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FUNDAMENTALS
Fundamentals
FIQWX has more cash in the bank: 5.36B vs. BTBFX (567M). FIQWX pays higher dividends than BTBFX: FIQWX (2.43) vs BTBFX (1.37). BTBFX was incepted earlier than FIQWX: BTBFX (30 years) vs FIQWX (7 years). BTBFX (0.80) is less costly to investors than FIQWX (0.56). FIQWX is a more actively managed with annual turnover of: 36.00 vs. BTBFX (7.52). FIQWX has a lower initial minimum investment than BTBFX: FIQWX (0) vs BTBFX (100000). FIQWX annual gain was more profitable for investors over the last year : 5.88 vs. BTBFX (2.68). FIQWX return over 5 years is better than : 36.61 vs. BTBFX (24.47).
BTBFXFIQWXBTBFX / FIQWX
Total Expense Ratio0.800.56143%
Annual Report Gross Expense Ratio0.800.56143%
Fund Existence30 years7 years-
Gain YTD7.20511.77161%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets567M5.36B11%
Annual Yield % from dividends1.372.4356%
Returns for 1 year2.685.8845%
Returns for 3 years20.8332.1665%
Returns for 5 years24.4736.6167%
Returns for 10 years74.48N/A-
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