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EKBYX vs FTSDX
EKBYX vs FTSDX Comparison
Open Charts EKBYX vs FTSDX
Allspring Diversified Cap Bldr Inst
Price$13.61
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets1.46B
Fidelity Advisor Strategic Div & Inc M
Price$17.04
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets5.13B
EKBYX vs FTSDX Comparison Chart
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EKBYX vs. FTSDX 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 FTSDX is a Buy.
FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.13B vs. EKBYX (1.46B). FTSDX pays higher dividends than EKBYX: FTSDX (1.99) vs EKBYX (0.87). 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 : 5.78 vs. EKBYX (2.87). EKBYX return over 5 years is better than : 32.87 vs. FTSDX (27.82).
| 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 | 0.829 | 2.779 | 30% |
| Front Load | N/A | 4% | - |
| 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 | 1.99 | 44% |
| Returns for 1 year | 2.87 | 5.78 | 50% |
| Returns for 3 years | 15.31 | 12.08 | 127% |
| Returns for 5 years | 32.87 | 27.82 | 118% |
| Returns for 10 years | 47.25 | 37.30 | 127% |
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