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FSDIX vs LKBLX
FSDIX vs LKBLX Comparison
Open Charts FSDIX vs LKBLX
Fidelity Strategic Dividend & Income
Price$17.35
Change+$0.13 (+0.75%)
VolumeN/A
Net Assets5.13B
LK Balanced Institutional
Price$52.49
Change+$0.45 (+0.86%)
VolumeN/A
Net Assets25.84M
FSDIX vs LKBLX Comparison Chart
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FSDIX vs. LKBLX commentary
Jun 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 FSDIX is a Buy and LKBLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.13B vs. LKBLX (25.8M). FSDIX pays higher dividends than LKBLX: FSDIX (2.50) vs LKBLX (1.61). FSDIX was incepted earlier than LKBLX: FSDIX (21 years) vs LKBLX (13 years). LKBLX (1.46) is less costly to investors than FSDIX (0.63). FSDIX is a more actively managed with annual turnover of: 36.00 vs. LKBLX (16.00). FSDIX has a lower initial minimum investment than LKBLX: FSDIX (0) vs LKBLX (50000). FSDIX annual gain was more profitable for investors over the last year : 6.23 vs. LKBLX (-2.28). FSDIX return over 5 years is better than : 31.20 vs. LKBLX (15.74).
| FSDIX | LKBLX | FSDIX / LKBLX | |
| Total Expense Ratio | 0.63 | 1.00 | 63% |
| Annual Report Gross Expense Ratio | 0.63 | 1.46 | 43% |
| Fund Existence | 21 years | 13 years | - |
| Gain YTD | 2.829 | 0.135 | 2,100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 25.8M | 19,891% |
| Annual Yield % from dividends | 2.50 | 1.61 | 155% |
| Returns for 1 year | 6.23 | -2.28 | -274% |
| Returns for 3 years | 12.69 | 0.42 | 3,036% |
| Returns for 5 years | 31.20 | 15.74 | 198% |
| Returns for 10 years | 43.29 | 31.88 | 136% |
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