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EKBAX vs FTSDX
EKBAX vs FTSDX Comparison
Open Charts EKBAX vs FTSDX
Allspring Diversified Cap Bldr A
Price$13.83
Change+$0.10 (+0.73%)
VolumeN/A
Net Assets1.46B
Fidelity Advisor Strategic Div & Inc M
Price$17.17
Change+$0.13 (+0.76%)
VolumeN/A
Net Assets5.13B
EKBAX vs FTSDX Comparison Chart
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EKBAX vs. FTSDX commentary
Jun 07, 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 (1.46B). FTSDX pays higher dividends than EKBAX: FTSDX (1.99) vs EKBAX (0.56). EKBAX was incepted earlier than FTSDX: EKBAX (27 years) vs FTSDX (21 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 : 5.66 vs. EKBAX (3.29). EKBAX return over 5 years is better than : 34.45 vs. FTSDX (27.59).
| 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 | 21 years | - |
| Gain YTD | 0.816 | 2.598 | 31% |
| Front Load | 6% | 4% | 164% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 5.13B | 28% |
| Annual Yield % from dividends | 0.56 | 1.99 | 28% |
| Returns for 1 year | 3.29 | 5.66 | 58% |
| Returns for 3 years | 14.74 | 10.86 | 136% |
| Returns for 5 years | 34.45 | 27.59 | 125% |
| Returns for 10 years | 49.52 | 37.16 | 133% |
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