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DGIFX vs FSDIX
DGIFX vs FSDIX Comparison
Open Charts DGIFX vs FSDIX
Disciplined Growth Investors
Price$23.67
Change-$0.41 (-1.70%)
VolumeN/A
Net Assets535.64M
Fidelity Strategic Dividend & Income
Price$17.30
Change-$0.15 (-0.86%)
VolumeN/A
Net Assets5.13B
DGIFX vs FSDIX Comparison Chart
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DGIFX vs. FSDIX commentary
Jun 15, 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 Hold and FSDIX is a Buy.
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.13B vs. DGIFX (536M). FSDIX pays higher dividends than DGIFX: FSDIX (2.50) vs DGIFX (0.97). 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 : 8.04 vs. DGIFX (-18.23). FSDIX return over 5 years is better than : 38.52 vs. DGIFX (20.48).
| 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 | -2.119 | 4.202 | -50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 536M | 5.13B | 10% |
| Annual Yield % from dividends | 0.97 | 2.50 | 39% |
| Returns for 1 year | -18.23 | 8.04 | -227% |
| Returns for 3 years | 30.52 | 24.25 | 126% |
| Returns for 5 years | 20.48 | 38.52 | 53% |
| Returns for 10 years | 54.56 | 44.30 | 123% |
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