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FIQWX vs WSBFX
FIQWX vs WSBFX Comparison
Open Charts FIQWX vs WSBFX
Fidelity Advisor Strategic Div & Inc Z
Price$18.30
Change+$0.07 (+0.38%)
VolumeN/A
Net Assets5.36B
Boston Trust Walden Balanced
Price$23.91
Change+$0.10 (+0.42%)
VolumeN/A
Net Assets152.8M
FIQWX vs WSBFX Comparison Chart in %
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FIQWX vs. WSBFX commentary
Oct 18, 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 Hold and WSBFX is a Hold.
FUNDAMENTALS
Fundamentals
FIQWX has more cash in the bank: 5.36B vs. WSBFX (153M). FIQWX pays higher dividends than WSBFX: FIQWX (2.43) vs WSBFX (1.25). FIQWX was incepted earlier than WSBFX: FIQWX (7 years) vs WSBFX (26 years). WSBFX (0.95) is less costly to investors than FIQWX (0.56). FIQWX is a more actively managed with annual turnover of: 36.00 vs. WSBFX (3.30). FIQWX has a lower initial minimum investment than WSBFX: FIQWX (0) vs WSBFX (100000). FIQWX annual gain was more profitable for investors over the last year : 3.85 vs. WSBFX (2.33). FIQWX return over 5 years is better than : 34.97 vs. WSBFX (16.80).
| FIQWX | WSBFX | FIQWX / WSBFX | |
| Total Expense Ratio | 0.56 | 0.95 | 59% |
| Annual Report Gross Expense Ratio | 0.56 | 0.95 | 59% |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | 10.859 | 6.867 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 153M | 3,503% |
| Annual Yield % from dividends | 2.43 | 1.25 | 194% |
| Returns for 1 year | 3.85 | 2.33 | 166% |
| Returns for 3 years | 33.29 | 18.07 | 184% |
| Returns for 5 years | 34.97 | 16.80 | 208% |
| Returns for 10 years | N/A | 64.71 | - |
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