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FIQWX vs WSBFX
FIQWX vs WSBFX Comparison
Open Charts FIQWX vs WSBFX
Fidelity Advisor Strategic Div & Inc Z
Price$17.98
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets5.3B
Boston Trust Walden Balanced
Price$23.44
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets154.7M
FIQWX vs WSBFX Comparison Chart in %
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FIQWX vs. WSBFX commentary
Sep 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 WSBFX is a Buy.
FUNDAMENTALS
Fundamentals
FIQWX has more cash in the bank: 5.3B vs. WSBFX (155M). FIQWX pays higher dividends than WSBFX: FIQWX (2.47) vs WSBFX (1.28). 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 : 6.38 vs. WSBFX (2.56). FIQWX return over 5 years is better than : 34.38 vs. WSBFX (17.29).
| 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 | 8.601 | 5.206 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.3B | 155M | 3,420% |
| Annual Yield % from dividends | 2.47 | 1.28 | 193% |
| Returns for 1 year | 6.38 | 2.56 | 249% |
| Returns for 3 years | 25.13 | 12.46 | 202% |
| Returns for 5 years | 34.38 | 17.29 | 199% |
| Returns for 10 years | N/A | 66.74 | - |
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