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FSDIX vs JAVAX
FSDIX vs JAVAX Comparison
Open Charts FSDIX vs JAVAX
Fidelity Strategic Dividend & Income
Price$16.86
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets5.03B
James Aggressive Allocation
Price$13.69
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets23.85M
FSDIX vs JAVAX Comparison Chart
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FSDIX vs. JAVAX commentary
May 09, 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 FSDIX is a Buy and JAVAX is a Buy.
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.03B vs. JAVAX (23.8M). FSDIX pays higher dividends than JAVAX: FSDIX (2.56) vs JAVAX (0.70). FSDIX was incepted earlier than JAVAX: FSDIX (21 years) vs JAVAX (10 years). JAVAX (1.02) is less costly to investors than FSDIX (0.63). FSDIX is a more actively managed with annual turnover of: 36.00 vs. JAVAX (19.00). FSDIX has a lower initial minimum investment than JAVAX: FSDIX (0) vs JAVAX (10000). JAVAX annual gain was more profitable for investors over the last year : 6.44 vs. FSDIX (5.41). JAVAX return over 5 years is better than : 55.45 vs. FSDIX (37.41).
| FSDIX | JAVAX | FSDIX / JAVAX | |
| Total Expense Ratio | 0.63 | 1.02 | 62% |
| Annual Report Gross Expense Ratio | 0.63 | 1.02 | 62% |
| Fund Existence | 21 years | 10 years | - |
| Gain YTD | 0.619 | -3.539 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.03B | 23.8M | 21,147% |
| Annual Yield % from dividends | 2.56 | 0.70 | 364% |
| Returns for 1 year | 5.41 | 6.44 | 84% |
| Returns for 3 years | 14.27 | 36.61 | 39% |
| Returns for 5 years | 37.41 | 55.45 | 67% |
| Returns for 10 years | 37.90 | N/A | - |
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