Interact to see
Advertisement
Advertisement
FIQWX vs NSOIX
FIQWX vs NSOIX Comparison
Open Charts FIQWX vs NSOIX
Fidelity Advisor Strategic Div & Inc Z
Price$17.38
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets5.13B
North Star Opportunity I
Price$16.47
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets124.17M
FIQWX vs NSOIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIQWX vs. NSOIX commentary
Jun 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 NSOIX is a Buy.
FUNDAMENTALS
Fundamentals
FIQWX has more cash in the bank: 5.13B vs. NSOIX (124M). FIQWX pays higher dividends than NSOIX: FIQWX (2.57) vs NSOIX (1.52). FIQWX was incepted earlier than NSOIX: FIQWX (7 years) vs NSOIX (14 years). NSOIX (1.35) is less costly to investors than FIQWX (0.56). FIQWX is a more actively managed with annual turnover of: 36.00 vs. NSOIX (21.00). FIQWX has a lower initial minimum investment than NSOIX: FIQWX (0) vs NSOIX (5000). FIQWX annual gain was more profitable for investors over the last year : 7.64 vs. NSOIX (-2.13). FIQWX return over 5 years is better than : 38.57 vs. NSOIX (25.22).
| FIQWX | NSOIX | FIQWX / NSOIX | |
| Total Expense Ratio | 0.56 | 1.31 | 43% |
| Annual Report Gross Expense Ratio | 0.56 | 1.35 | 41% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | 3.872 | -3.552 | -109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 124M | 4,139% |
| Annual Yield % from dividends | 2.57 | 1.52 | 169% |
| Returns for 1 year | 7.64 | -2.13 | -358% |
| Returns for 3 years | 23.12 | 8.18 | 283% |
| Returns for 5 years | 38.57 | 25.22 | 153% |
| Returns for 10 years | N/A | 47.44 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement