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DGIFX vs FTSDX
DGIFX vs FTSDX Comparison
Open Charts DGIFX vs FTSDX
Disciplined Growth Investors
Price$23.51
Change-$0.46 (-1.92%)
VolumeN/A
Net Assets534.92M
Fidelity Advisor Strategic Div & Inc M
Price$16.85
Change-$0.27 (-1.58%)
VolumeN/A
Net Assets5.03B
DGIFX vs FTSDX Comparison Chart
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DGIFX vs. FTSDX 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 FTSDX is a Buy.
FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.03B vs. DGIFX (535M). FTSDX pays higher dividends than DGIFX: FTSDX (2.04) vs DGIFX (1.01). DGIFX was incepted earlier than FTSDX: DGIFX (14 years) vs FTSDX (21 years). FTSDX (1.17) is less costly to investors than DGIFX (0.78). FTSDX (36.00) and DGIFX (35.00) have comparable annual turnover. FTSDX has a lower initial minimum investment than DGIFX: FTSDX (0) vs DGIFX (10000). FTSDX annual gain was more profitable for investors over the last year : 5.51 vs. DGIFX (-19.79). FTSDX return over 5 years is better than : 36.89 vs. DGIFX (23.23).
| DGIFX | FTSDX | DGIFX / FTSDX | |
| Total Expense Ratio | 0.78 | 1.17 | 67% |
| Annual Report Gross Expense Ratio | 0.78 | 1.17 | 67% |
| Fund Existence | 14 years | 21 years | - |
| Gain YTD | -2.809 | 3.080 | -91% |
| Front Load | N/A | 4% | - |
| 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 | 2.04 | 50% |
| Returns for 1 year | -19.79 | 5.51 | -359% |
| Returns for 3 years | 23.54 | 16.64 | 141% |
| Returns for 5 years | 23.23 | 36.89 | 63% |
| Returns for 10 years | 52.19 | 34.78 | 150% |
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