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FCSDX vs WSBFX
FCSDX vs WSBFX Comparison
Open Charts FCSDX vs WSBFX
Fidelity Advisor Strategic Div & Inc C
Price$16.65
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets5.03B
Boston Trust Walden Balanced
Price$21.63
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets147.69M
FCSDX vs WSBFX Comparison Chart
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FCSDX vs. WSBFX commentary
May 09, 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 WSBFX is a Buy.
FUNDAMENTALS
Fundamentals
FCSDX has more cash in the bank: 5.03B vs. WSBFX (148M). FCSDX pays higher dividends than WSBFX: FCSDX (1.50) vs WSBFX (1.37). FCSDX was incepted earlier than WSBFX: FCSDX (21 years) vs WSBFX (26 years). FCSDX (1.67) is less costly to investors than WSBFX (0.96). FCSDX is a more actively managed with annual turnover of: 36.00 vs. WSBFX (3.30). FCSDX has a lower initial minimum investment than WSBFX: FCSDX (0) vs WSBFX (100000). FCSDX annual gain was more profitable for investors over the last year : 4.33 vs. WSBFX (-1.67). FCSDX return over 5 years is better than : 30.24 vs. WSBFX (18.82).
| FCSDX | WSBFX | FCSDX / WSBFX | |
| Total Expense Ratio | 1.67 | 0.96 | 174% |
| Annual Report Gross Expense Ratio | 1.67 | 0.96 | 174% |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | 0.297 | -3.142 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.03B | 148M | 3,401% |
| Annual Yield % from dividends | 1.50 | 1.37 | 109% |
| Returns for 1 year | 4.33 | -1.67 | -260% |
| Returns for 3 years | 10.70 | 3.25 | 329% |
| Returns for 5 years | 30.24 | 18.82 | 161% |
| Returns for 10 years | 27.59 | 47.98 | 58% |
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