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EKBYX vs FSDIX
EKBYX vs FSDIX Comparison
Open Charts EKBYX vs FSDIX
Allspring Diversified Cap Bldr Inst
Price$13.37
Change+$0.20 (+1.52%)
VolumeN/A
Net Assets1.43B
Fidelity Strategic Dividend & Income
Price$17.11
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets5.03B
EKBYX vs FSDIX Comparison Chart
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EKBYX vs. FSDIX 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 FSDIX is a Buy.
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.03B vs. EKBYX (1.43B). FSDIX pays higher dividends than EKBYX: FSDIX (2.56) vs EKBYX (0.94). EKBYX was incepted earlier than FSDIX: EKBYX (27 years) vs FSDIX (21 years). EKBYX (0.76) is less costly to investors than FSDIX (0.63). FSDIX is a more actively managed with annual turnover of: 36.00 vs. EKBYX (30.00). FSDIX has a lower initial minimum investment than EKBYX: FSDIX (0) vs EKBYX (1000000). FSDIX annual gain was more profitable for investors over the last year : 6.12 vs. EKBYX (2.07). FSDIX (43.31) and EKBYX (42.83) have equivalent 5 years return.
| EKBYX | FSDIX | EKBYX / FSDIX | |
| Total Expense Ratio | 0.76 | 0.63 | 121% |
| Annual Report Gross Expense Ratio | 0.76 | 0.63 | 121% |
| Fund Existence | 27 years | 21 years | - |
| Gain YTD | -2.287 | 2.232 | -102% |
| 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 | 2.56 | 37% |
| Returns for 1 year | 2.07 | 6.12 | 34% |
| Returns for 3 years | 15.88 | 15.30 | 104% |
| Returns for 5 years | 42.83 | 43.31 | 99% |
| Returns for 10 years | 40.88 | 38.87 | 105% |
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