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DGIFX vs FIQWX
DGIFX vs FIQWX Comparison
Open Charts DGIFX vs FIQWX
Disciplined Growth Investors
Price$23.51
Change-$0.46 (-1.92%)
VolumeN/A
Net Assets534.92M
Fidelity Advisor Strategic Div & Inc Z
Price$16.96
Change-$0.26 (-1.51%)
VolumeN/A
Net Assets5.03B
DGIFX vs FIQWX Comparison Chart
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DGIFX vs. FIQWX commentary
May 22, 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 DGIFX is a Buy and FIQWX is a Buy.
FUNDAMENTALS
Fundamentals
FIQWX has more cash in the bank: 5.03B vs. DGIFX (535M). FIQWX pays higher dividends than DGIFX: FIQWX (2.63) vs DGIFX (1.01). DGIFX was incepted earlier than FIQWX: DGIFX (14 years) vs FIQWX (7 years). DGIFX (0.78) is less costly to investors than FIQWX (0.56). FIQWX (36.00) and DGIFX (35.00) have comparable annual turnover. FIQWX has a lower initial minimum investment than DGIFX: FIQWX (0) vs DGIFX (10000). FIQWX annual gain was more profitable for investors over the last year : 6.12 vs. DGIFX (-19.79). FIQWX return over 5 years is better than : 41.33 vs. DGIFX (23.23).
| DGIFX | FIQWX | DGIFX / FIQWX | |
| Total Expense Ratio | 0.78 | 0.56 | 139% |
| Annual Report Gross Expense Ratio | 0.78 | 0.56 | 139% |
| Fund Existence | 14 years | 7 years | - |
| Gain YTD | -2.809 | 3.273 | -86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 535M | 5.03B | 11% |
| Annual Yield % from dividends | 1.01 | 2.63 | 39% |
| Returns for 1 year | -19.79 | 6.12 | -323% |
| Returns for 3 years | 23.54 | 18.75 | 126% |
| Returns for 5 years | 23.23 | 41.33 | 56% |
| Returns for 10 years | 52.19 | N/A | - |
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