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FIQWX vs WSBFX
FIQWX vs WSBFX Comparison
Open Charts FIQWX vs WSBFX
Fidelity Advisor Strategic Div & Inc Z
Price$18.17
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets5.35B
Boston Trust Walden Balanced
Price$24.11
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets150.33M
FIQWX vs WSBFX Comparison Chart in %
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FIQWX vs. WSBFX commentary
Nov 20, 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: 5.35B vs. WSBFX (150M). FIQWX pays higher dividends than WSBFX: FIQWX (2.51) vs WSBFX (1.23). 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 : 4.61 vs. WSBFX (3.71). FIQWX return over 5 years is better than : 30.28 vs. WSBFX (16.35).
| 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 | 10.676 | 7.899 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.35B | 150M | 3,565% |
| Annual Yield % from dividends | 2.51 | 1.23 | 205% |
| Returns for 1 year | 4.61 | 3.71 | 124% |
| Returns for 3 years | 24.77 | 12.77 | 194% |
| Returns for 5 years | 30.28 | 16.35 | 185% |
| Returns for 10 years | N/A | 63.74 | - |
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