Interact to see
Advertisement
Advertisement
FIQWX vs LKBLX
FIQWX vs LKBLX Comparison
Open Charts FIQWX vs LKBLX
Fidelity Advisor Strategic Div & Inc Z
Price$17.29
Change+$0.14 (+0.82%)
VolumeN/A
Net Assets5.13B
LK Balanced Institutional
Price$52.49
Change+$0.45 (+0.86%)
VolumeN/A
Net Assets25.84M
FIQWX vs LKBLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIQWX vs. LKBLX commentary
Jun 07, 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: 5.13B vs. LKBLX (25.8M). FIQWX pays higher dividends than LKBLX: FIQWX (2.57) vs LKBLX (1.61). 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 : 6.26 vs. LKBLX (-2.28). FIQWX return over 5 years is better than : 31.67 vs. LKBLX (15.74).
| 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 | 2.853 | 0.135 | 2,118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 25.8M | 19,891% |
| Annual Yield % from dividends | 2.57 | 1.61 | 160% |
| Returns for 1 year | 6.26 | -2.28 | -275% |
| Returns for 3 years | 12.97 | 0.42 | 3,103% |
| Returns for 5 years | 31.67 | 15.74 | 201% |
| Returns for 10 years | N/A | 31.88 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers