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FCSDX vs LKBLX
FCSDX vs LKBLX Comparison
Open Charts FCSDX vs LKBLX
Fidelity Advisor Strategic Div & Inc C
Price$16.89
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets5.03B
LK Balanced Institutional
Price$53.18
Change+$0.14 (+0.26%)
VolumeN/A
Net Assets26.6M
FCSDX vs LKBLX Comparison Chart
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FCSDX vs. LKBLX 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 FCSDX is a Buy and LKBLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FCSDX has more cash in the bank: 5.03B vs. LKBLX (26.6M). LKBLX pays higher dividends than FCSDX: LKBLX (1.64) vs FCSDX (1.50). FCSDX was incepted earlier than LKBLX: FCSDX (21 years) vs LKBLX (13 years). FCSDX (1.67) is less costly to investors than LKBLX (1.46). FCSDX is a more actively managed with annual turnover of: 36.00 vs. LKBLX (16.00). FCSDX has a lower initial minimum investment than LKBLX: FCSDX (0) vs LKBLX (50000). FCSDX annual gain was more profitable for investors over the last year : 5.05 vs. LKBLX (-1.45). FCSDX return over 5 years is better than : 35.91 vs. LKBLX (32.31).
| FCSDX | LKBLX | FCSDX / LKBLX | |
| Total Expense Ratio | 1.67 | 1.00 | 167% |
| Annual Report Gross Expense Ratio | 1.67 | 1.46 | 114% |
| Fund Existence | 21 years | 13 years | - |
| Gain YTD | 1.925 | 2.059 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.03B | 26.6M | 18,921% |
| Annual Yield % from dividends | 1.50 | 1.64 | 91% |
| Returns for 1 year | 5.05 | -1.45 | -347% |
| Returns for 3 years | 11.79 | 6.84 | 172% |
| Returns for 5 years | 35.91 | 32.31 | 111% |
| Returns for 10 years | 28.60 | 30.63 | 93% |
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