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FEVRX vs FSDIX
FEVRX vs FSDIX Comparison
Open Charts FEVRX vs FSDIX
First Eagle US R6
Price$21.86
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.39B
Fidelity Strategic Dividend & Income
Price$16.88
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets5.03B
FEVRX vs FSDIX Comparison Chart
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FEVRX vs. FSDIX commentary
May 11, 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 FEVRX is a Buy and FSDIX is a Buy.
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.03B vs. FEVRX (1.39B). FSDIX pays higher dividends than FEVRX: FSDIX (2.56) vs FEVRX (1.79). FEVRX was incepted earlier than FSDIX: FEVRX (8 years) vs FSDIX (21 years). FEVRX (0.84) is less costly to investors than FSDIX (0.63). FSDIX is a more actively managed with annual turnover of: 36.00 vs. FEVRX (8.63). FEVRX (0) and FSDIX (0) have matching initial minimum investment requirements. FEVRX annual gain was more profitable for investors over the last year : 5.26 vs. FSDIX (4.89). FEVRX return over 5 years is better than : 44.30 vs. FSDIX (37.65).
| FEVRX | FSDIX | FEVRX / FSDIX | |
| Total Expense Ratio | 0.84 | 0.63 | 133% |
| Annual Report Gross Expense Ratio | 0.84 | 0.63 | 133% |
| Fund Existence | 8 years | 21 years | - |
| Gain YTD | 3.065 | 0.798 | 384% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 5.03B | 28% |
| Annual Yield % from dividends | 1.79 | 2.56 | 70% |
| Returns for 1 year | 5.26 | 4.89 | 108% |
| Returns for 3 years | 16.14 | 14.90 | 108% |
| Returns for 5 years | 44.30 | 37.65 | 118% |
| Returns for 10 years | N/A | 38.43 | - |
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