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FIQWX vs NSOIX
FIQWX vs NSOIX Comparison
Open Charts FIQWX vs NSOIX
Fidelity Advisor Strategic Div & Inc Z
Price$16.91
Change-$0.05 (-0.29%)
VolumeN/A
Net Assets5.03B
North Star Opportunity I
Price$16.17
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets121.62M
FIQWX vs NSOIX Comparison Chart
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FIQWX vs. NSOIX commentary
May 23, 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: 5.03B vs. NSOIX (122M). FIQWX pays higher dividends than NSOIX: FIQWX (2.63) vs NSOIX (1.42). FIQWX was incepted earlier than NSOIX: FIQWX (7 years) vs NSOIX (13 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 : 4.77 vs. NSOIX (-4.19). FIQWX return over 5 years is better than : 39.20 vs. NSOIX (27.29).
| 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 | 13 years | - |
| Gain YTD | 1.713 | -5.988 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.03B | 122M | 4,125% |
| Annual Yield % from dividends | 2.63 | 1.42 | 185% |
| Returns for 1 year | 4.77 | -4.19 | -114% |
| Returns for 3 years | 15.71 | 0.29 | 5,440% |
| Returns for 5 years | 39.20 | 27.29 | 144% |
| Returns for 10 years | N/A | 42.56 | - |
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