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EKBYX vs FTSDX
EKBYX vs FTSDX Comparison
Open Charts EKBYX vs FTSDX
Allspring Diversified Cap Bldr Inst
Price$13.37
Change+$0.20 (+1.52%)
VolumeN/A
Net Assets1.43B
Fidelity Advisor Strategic Div & Inc M
Price$16.94
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets5.03B
EKBYX vs FTSDX Comparison Chart
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EKBYX vs. FTSDX 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 FTSDX is a Buy.
FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.03B vs. EKBYX (1.43B). FTSDX pays higher dividends than EKBYX: FTSDX (2.04) vs EKBYX (0.94). EKBYX was incepted earlier than FTSDX: EKBYX (27 years) vs FTSDX (21 years). FTSDX (1.17) is less costly to investors than EKBYX (0.76). FTSDX is a more actively managed with annual turnover of: 36.00 vs. EKBYX (30.00). FTSDX has a lower initial minimum investment than EKBYX: FTSDX (0) vs EKBYX (1000000). FTSDX annual gain was more profitable for investors over the last year : 5.55 vs. EKBYX (2.07). EKBYX return over 5 years is better than : 42.83 vs. FTSDX (39.46).
| EKBYX | FTSDX | EKBYX / FTSDX | |
| Total Expense Ratio | 0.76 | 1.17 | 65% |
| Annual Report Gross Expense Ratio | 0.76 | 1.17 | 65% |
| Fund Existence | 27 years | 21 years | - |
| Gain YTD | -2.287 | 2.057 | -111% |
| Front Load | N/A | 4% | - |
| 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 | 2.04 | 46% |
| Returns for 1 year | 2.07 | 5.55 | 37% |
| Returns for 3 years | 15.88 | 13.46 | 118% |
| Returns for 5 years | 42.83 | 39.46 | 109% |
| Returns for 10 years | 40.88 | 32.98 | 124% |
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