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EKBAX vs FTSDX
EKBAX vs FTSDX Comparison
Open Charts EKBAX vs FTSDX
Allspring Diversified Cap Bldr A
Price$14.49
Change+$0.15 (+1.05%)
VolumeN/A
Net Assets1.52B
Fidelity Advisor Strategic Div & Inc M
Price$17.27
Change+$0.09 (+0.52%)
VolumeN/A
Net Assets5.13B
EKBAX vs FTSDX Comparison Chart in %
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EKBAX vs. FTSDX commentary
Jun 27, 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 EKBAX is a Buy and FTSDX is a Buy.
FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.13B vs. EKBAX (1.52B). FTSDX pays higher dividends than EKBAX: FTSDX (1.99) vs EKBAX (0.56). EKBAX was incepted earlier than FTSDX: EKBAX (27 years) vs FTSDX (22 years). FTSDX (1.17) is less costly to investors than EKBAX (1.08). FTSDX is a more actively managed with annual turnover of: 36.00 vs. EKBAX (30.00). EKBAX initial investment is less costly to investors than FTSDX (4%) vs FTSDX (4%). FTSDX has a lower initial minimum investment than EKBAX: FTSDX (0) vs EKBAX (1000). FTSDX annual gain was more profitable for investors over the last year : 6.53 vs. EKBAX (5.20). EKBAX return over 5 years is better than : 49.06 vs. FTSDX (35.61).
| EKBAX | FTSDX | EKBAX / FTSDX | |
| Total Expense Ratio | 1.08 | 1.17 | 92% |
| Annual Report Gross Expense Ratio | 1.08 | 1.17 | 92% |
| Fund Existence | 27 years | 22 years | - |
| Gain YTD | 5.493 | 3.441 | 160% |
| Front Load | 6% | 4% | 164% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 5.13B | 30% |
| Annual Yield % from dividends | 0.56 | 1.99 | 28% |
| Returns for 1 year | 5.20 | 6.53 | 80% |
| Returns for 3 years | 29.26 | 17.28 | 169% |
| Returns for 5 years | 49.06 | 35.61 | 138% |
| Returns for 10 years | 58.34 | 39.46 | 148% |
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