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FIQWX vs LKBLX
FIQWX vs LKBLX Comparison
Open Charts FIQWX vs LKBLX
Fidelity Advisor Strategic Div & Inc Z
Price$17.04
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
FIQWX vs LKBLX Comparison Chart
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FIQWX 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 FIQWX is a Buy and LKBLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIQWX has more cash in the bank: 5.03B vs. LKBLX (26.6M). FIQWX pays higher dividends than LKBLX: FIQWX (2.63) vs LKBLX (1.64). FIQWX was incepted earlier than LKBLX: FIQWX (7 years) vs LKBLX (13 years). LKBLX (1.46) is less costly to investors than FIQWX (0.56). FIQWX is a more actively managed with annual turnover of: 36.00 vs. LKBLX (16.00). FIQWX has a lower initial minimum investment than LKBLX: FIQWX (0) vs LKBLX (50000). FIQWX annual gain was more profitable for investors over the last year : 6.28 vs. LKBLX (-1.45). FIQWX return over 5 years is better than : 43.95 vs. LKBLX (32.31).
| FIQWX | LKBLX | FIQWX / LKBLX | |
| Total Expense Ratio | 0.56 | 1.00 | 56% |
| Annual Report Gross Expense Ratio | 0.56 | 1.46 | 38% |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 2.313 | 2.059 | 112% |
| 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 | 2.63 | 1.64 | 160% |
| Returns for 1 year | 6.28 | -1.45 | -432% |
| Returns for 3 years | 15.67 | 6.84 | 229% |
| Returns for 5 years | 43.95 | 32.31 | 136% |
| Returns for 10 years | N/A | 30.63 | - |
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