Interact to see
Advertisement
Advertisement
BTBFX vs FIQWX
BTBFX vs FIQWX Comparison
Open Charts BTBFX vs FIQWX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| BTBFX | FIQWX | BTBFX / FIQWX | |
| Total Expense Ratio | 0.80 | 0.56 | 143% |
| Annual Report Gross Expense Ratio | 0.80 | 0.56 | 143% |
| Fund Existence | 30 years | 7 years | - |
| Gain YTD | 7.205 | 11.771 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 567M | 5.36B | 11% |
| Annual Yield % from dividends | 1.37 | 2.43 | 56% |
| Returns for 1 year | 2.68 | 5.88 | 45% |
| Returns for 3 years | 20.83 | 32.16 | 65% |
| Returns for 5 years | 24.47 | 36.61 | 67% |
| Returns for 10 years | 74.48 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IRSSX | 13.59 | N/A | N/A |
| Voya Russell Small Cap Index Port S | |||
| WHGSX | 20.36 | N/A | N/A |
| Westwood Quality SmallCap Fund Inst | |||
| VSPGX | 996.24 | N/A | N/A |
| Vanguard S&P 500 Growth Index Instl | |||
| IRGJX | 47.41 | N/A | N/A |
| Voya Russell Mid Cap Growth Idx Port I | |||
| JIJCX | 15.13 | N/A | N/A |
| JHancock International Dynamic Gr C | |||