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DGIFX vs FSDIX
DGIFX vs FSDIX Comparison
Open Charts DGIFX vs FSDIX
Disciplined Growth Investors
Price$23.51
Change-$0.46 (-1.92%)
VolumeN/A
Net Assets534.92M
Fidelity Strategic Dividend & Income
Price$17.02
Change-$0.27 (-1.56%)
VolumeN/A
Net Assets5.03B
DGIFX vs FSDIX Comparison Chart
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DGIFX vs. FSDIX 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 FSDIX is a Buy.
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.03B vs. DGIFX (535M). FSDIX pays higher dividends than DGIFX: FSDIX (2.56) vs DGIFX (1.01). DGIFX was incepted earlier than FSDIX: DGIFX (14 years) vs FSDIX (21 years). DGIFX (0.78) is less costly to investors than FSDIX (0.63). FSDIX (36.00) and DGIFX (35.00) have comparable annual turnover. FSDIX has a lower initial minimum investment than DGIFX: FSDIX (0) vs DGIFX (10000). FSDIX annual gain was more profitable for investors over the last year : 6.09 vs. DGIFX (-19.79). FSDIX return over 5 years is better than : 40.80 vs. DGIFX (23.23).
| DGIFX | FSDIX | DGIFX / FSDIX | |
| Total Expense Ratio | 0.78 | 0.63 | 124% |
| Annual Report Gross Expense Ratio | 0.78 | 0.63 | 124% |
| Fund Existence | 14 years | 21 years | - |
| Gain YTD | -2.809 | 3.247 | -87% |
| 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 | 2.56 | 40% |
| Returns for 1 year | -19.79 | 6.09 | -325% |
| Returns for 3 years | 23.54 | 18.51 | 127% |
| Returns for 5 years | 23.23 | 40.80 | 57% |
| Returns for 10 years | 52.19 | 40.73 | 128% |
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