Interact to see
Advertisement
Advertisement
FSDIX vs LKBLX
FSDIX vs LKBLX Comparison
Open Charts FSDIX vs LKBLX
Fidelity Strategic Dividend & Income
Price$17.68
Change+$0.09 (+0.51%)
VolumeN/A
Net Assets5.21B
LK Balanced Institutional
Price$53.33
Change+$0.17 (+0.32%)
VolumeN/A
Net Assets25.51M
FSDIX vs LKBLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSDIX vs. LKBLX commentary
Jul 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 FSDIX is a Buy and LKBLX is a Buy.
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.21B vs. LKBLX (25.5M). FSDIX pays higher dividends than LKBLX: FSDIX (2.44) vs LKBLX (1.59). FSDIX was incepted earlier than LKBLX: FSDIX (22 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 : 5.45 vs. LKBLX (-4.77). FSDIX return over 5 years is better than : 34.77 vs. LKBLX (21.14).
| FSDIX | LKBLX | FSDIX / LKBLX | |
| Total Expense Ratio | 0.63 | 1.00 | 63% |
| Annual Report Gross Expense Ratio | 0.63 | 1.46 | 43% |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 5.762 | 2.290 | 252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.21B | 25.5M | 20,424% |
| Annual Yield % from dividends | 2.44 | 1.59 | 154% |
| Returns for 1 year | 5.45 | -4.77 | -114% |
| Returns for 3 years | 23.16 | 10.83 | 214% |
| Returns for 5 years | 34.77 | 21.14 | 165% |
| Returns for 10 years | 46.56 | 34.47 | 135% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement