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EKBCX vs FTSDX
EKBCX vs FTSDX Comparison
Open Charts EKBCX vs FTSDX
Allspring Diversified Cap Bldr C
Price$13.15
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets1.43B
Fidelity Advisor Strategic Div & Inc M
Price$16.79
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets5.03B
EKBCX vs FTSDX Comparison Chart
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EKBCX vs. FTSDX 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 FTSDX is a Buy.
FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.03B vs. EKBCX (1.43B). FTSDX pays higher dividends than EKBCX: FTSDX (2.04) vs EKBCX (0.00). EKBCX was incepted earlier than FTSDX: EKBCX (27 years) vs FTSDX (21 years). EKBCX (1.83) is less costly to investors than FTSDX (1.17). FTSDX is a more actively managed with annual turnover of: 36.00 vs. EKBCX (30.00). FTSDX has a lower initial minimum investment than EKBCX: FTSDX (0) vs EKBCX (1000). FTSDX annual gain was more profitable for investors over the last year : 4.10 vs. EKBCX (-0.97). FTSDX (34.73) and EKBCX (33.66) have equivalent 5 years return.
| EKBCX | FTSDX | EKBCX / FTSDX | |
| Total Expense Ratio | 1.83 | 1.17 | 156% |
| Annual Report Gross Expense Ratio | 1.83 | 1.17 | 156% |
| Fund Existence | 27 years | 21 years | - |
| Gain YTD | -2.365 | 1.454 | -163% |
| Front Load | N/A | 4% | - |
| 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 | 2.04 | - |
| Returns for 1 year | -0.97 | 4.10 | -24% |
| Returns for 3 years | 13.53 | 13.57 | 100% |
| Returns for 5 years | 33.66 | 34.73 | 97% |
| Returns for 10 years | 31.57 | 32.65 | 97% |