Interact to see
Advertisement
Advertisement
FCSDX vs PHLOX
FCSDX vs PHLOX Comparison
Open Charts FCSDX vs PHLOX
Fidelity Advisor Strategic Div & Inc C
Price$17.43
Change-$0.13 (-0.74%)
VolumeN/A
Net Assets5.21B
Philotimo Focused Growth and Income
Price$10.27
Change-$0.21 (-2.00%)
VolumeN/A
Net Assets102.57M
FCSDX vs PHLOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FCSDX has more cash in the bank: 5.21B vs. PHLOX (103M). PHLOX pays higher dividends than FCSDX: PHLOX (1.79) vs FCSDX (1.44). FCSDX was incepted earlier than PHLOX: FCSDX (22 years) vs PHLOX (4 years). FCSDX (1.67) is less costly to investors than PHLOX (1.55). PHLOX is a more actively managed with annual turnover of: 105.51 vs. FCSDX (36.00). FCSDX has a lower initial minimum investment than PHLOX: FCSDX (0) vs PHLOX (2500). PHLOX annual gain was more profitable for investors over the last year : 20.56 vs. FCSDX (6.26).
| FCSDX | PHLOX | FCSDX / PHLOX | |
| Total Expense Ratio | 1.67 | 1.50 | 111% |
| Annual Report Gross Expense Ratio | 1.67 | 1.55 | 108% |
| Fund Existence | 22 years | 4 years | - |
| Gain YTD | 5.522 | -4.643 | -119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.21B | 103M | 5,056% |
| Annual Yield % from dividends | 1.44 | 1.79 | 80% |
| Returns for 1 year | 6.26 | 20.56 | 30% |
| Returns for 3 years | 19.57 | 25.97 | 75% |
| Returns for 5 years | 30.49 | N/A | - |
| Returns for 10 years | 35.74 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement