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EKBCX vs FIQWX
EKBCX vs FIQWX Comparison
Open Charts EKBCX vs FIQWX
Allspring Diversified Cap Bldr C
Price$13.15
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets1.43B
Fidelity Advisor Strategic Div & Inc Z
Price$16.90
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets5.03B
EKBCX vs FIQWX Comparison Chart
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EKBCX vs. FIQWX commentary
May 24, 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 EKBCX is a Buy and FIQWX is a Buy.
FUNDAMENTALS
Fundamentals
FIQWX has more cash in the bank: 5.03B vs. EKBCX (1.43B). FIQWX pays higher dividends than EKBCX: FIQWX (2.63) vs EKBCX (0.00). EKBCX was incepted earlier than FIQWX: EKBCX (27 years) vs FIQWX (7 years). EKBCX (1.83) is less costly to investors than FIQWX (0.56). FIQWX is a more actively managed with annual turnover of: 36.00 vs. EKBCX (30.00). FIQWX has a lower initial minimum investment than EKBCX: FIQWX (0) vs EKBCX (1000). FIQWX annual gain was more profitable for investors over the last year : 4.77 vs. EKBCX (-0.97). FIQWX return over 5 years is better than : 39.20 vs. EKBCX (33.66).
| EKBCX | FIQWX | EKBCX / FIQWX | |
| Total Expense Ratio | 1.83 | 0.56 | 327% |
| Annual Report Gross Expense Ratio | 1.83 | 0.56 | 327% |
| Fund Existence | 27 years | 7 years | - |
| Gain YTD | -2.365 | 1.713 | -138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 5.03B | 28% |
| Annual Yield % from dividends | 0.00 | 2.63 | - |
| Returns for 1 year | -0.97 | 4.77 | -20% |
| Returns for 3 years | 13.53 | 15.71 | 86% |
| Returns for 5 years | 33.66 | 39.20 | 86% |
| Returns for 10 years | 31.57 | N/A | - |