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EKBYX vs FIQWX
EKBYX vs FIQWX Comparison
Open Charts EKBYX vs FIQWX
Allspring Diversified Cap Bldr Inst
Price$13.37
Change+$0.20 (+1.52%)
VolumeN/A
Net Assets1.43B
Fidelity Advisor Strategic Div & Inc Z
Price$17.04
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets5.03B
EKBYX vs FIQWX Comparison Chart
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EKBYX vs. FIQWX commentary
May 14, 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 EKBYX is a Buy and FIQWX is a Buy.
FUNDAMENTALS
Fundamentals
FIQWX has more cash in the bank: 5.03B vs. EKBYX (1.43B). FIQWX pays higher dividends than EKBYX: FIQWX (2.63) vs EKBYX (0.94). EKBYX was incepted earlier than FIQWX: EKBYX (27 years) vs FIQWX (7 years). EKBYX (0.76) is less costly to investors than FIQWX (0.56). FIQWX is a more actively managed with annual turnover of: 36.00 vs. EKBYX (30.00). FIQWX has a lower initial minimum investment than EKBYX: FIQWX (0) vs EKBYX (1000000). FIQWX annual gain was more profitable for investors over the last year : 6.28 vs. EKBYX (2.07). FIQWX (43.95) and EKBYX (42.83) have equivalent 5 years return.
| EKBYX | FIQWX | EKBYX / FIQWX | |
| Total Expense Ratio | 0.76 | 0.56 | 136% |
| Annual Report Gross Expense Ratio | 0.76 | 0.56 | 136% |
| Fund Existence | 27 years | 7 years | - |
| Gain YTD | -2.287 | 2.313 | -99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 5.03B | 28% |
| Annual Yield % from dividends | 0.94 | 2.63 | 36% |
| Returns for 1 year | 2.07 | 6.28 | 33% |
| Returns for 3 years | 15.88 | 15.67 | 101% |
| Returns for 5 years | 42.83 | 43.95 | 97% |
| Returns for 10 years | 40.88 | N/A | - |
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