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BTBFX vs FSDIX
BTBFX vs FSDIX Comparison
Open Charts BTBFX vs FSDIX
Boston Trust Asset Management
Price$60.09
Change+$0.21 (+0.35%)
VolumeN/A
Net Assets533.12M
Fidelity Strategic Dividend & Income
Price$16.86
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets5.03B
BTBFX vs FSDIX Comparison Chart
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BTBFX vs. FSDIX commentary
May 09, 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 FSDIX is a Buy.
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.03B vs. BTBFX (533M). FSDIX pays higher dividends than BTBFX: FSDIX (2.56) vs BTBFX (1.50). BTBFX was incepted earlier than FSDIX: BTBFX (29 years) vs FSDIX (21 years). BTBFX (0.82) is less costly to investors than FSDIX (0.63). FSDIX is a more actively managed with annual turnover of: 36.00 vs. BTBFX (7.52). FSDIX has a lower initial minimum investment than BTBFX: FSDIX (0) vs BTBFX (100000). FSDIX annual gain was more profitable for investors over the last year : 5.41 vs. BTBFX (-0.33). FSDIX return over 5 years is better than : 37.41 vs. BTBFX (26.66).
| BTBFX | FSDIX | BTBFX / FSDIX | |
| Total Expense Ratio | 0.82 | 0.63 | 130% |
| Annual Report Gross Expense Ratio | 0.82 | 0.63 | 130% |
| Fund Existence | 29 years | 21 years | - |
| Gain YTD | -2.824 | 0.619 | -456% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 533M | 5.03B | 11% |
| Annual Yield % from dividends | 1.50 | 2.56 | 59% |
| Returns for 1 year | -0.33 | 5.41 | -6% |
| Returns for 3 years | 7.37 | 14.27 | 52% |
| Returns for 5 years | 26.66 | 37.41 | 71% |
| Returns for 10 years | 59.06 | 37.90 | 156% |
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