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EKBYX vs FIQWX
EKBYX vs FIQWX Comparison
Open Charts EKBYX vs FIQWX
Allspring Diversified Cap Bldr Inst
Price$13.61
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets1.46B
Fidelity Advisor Strategic Div & Inc Z
Price$17.15
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets5.13B
EKBYX vs FIQWX Comparison Chart
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EKBYX vs. FIQWX commentary
Jun 06, 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: 5.13B vs. EKBYX (1.46B). FIQWX pays higher dividends than EKBYX: FIQWX (2.57) vs EKBYX (0.87). 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 : 6.38 vs. EKBYX (2.87). EKBYX (32.87) and FIQWX (31.90) 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 | 0.829 | 3.033 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 5.13B | 28% |
| Annual Yield % from dividends | 0.87 | 2.57 | 34% |
| Returns for 1 year | 2.87 | 6.38 | 45% |
| Returns for 3 years | 15.31 | 14.20 | 108% |
| Returns for 5 years | 32.87 | 31.90 | 103% |
| Returns for 10 years | 47.25 | N/A | - |
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