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FSDIX vs LKBLX
FSDIX vs LKBLX Comparison
Open Charts FSDIX vs LKBLX
Fidelity Strategic Dividend & Income
Price$17.11
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets5.03B
LK Balanced Institutional
Price$53.18
Change+$0.14 (+0.26%)
VolumeN/A
Net Assets26.6M
FSDIX vs LKBLX Comparison Chart
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FSDIX vs. LKBLX commentary
May 14, 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: 5.03B vs. LKBLX (26.6M). FSDIX pays higher dividends than LKBLX: FSDIX (2.56) vs LKBLX (1.64). 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 : 6.12 vs. LKBLX (-1.45). FSDIX return over 5 years is better than : 43.31 vs. LKBLX (32.31).
| 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 | 2.232 | 2.059 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.03B | 26.6M | 18,921% |
| Annual Yield % from dividends | 2.56 | 1.64 | 156% |
| Returns for 1 year | 6.12 | -1.45 | -421% |
| Returns for 3 years | 15.30 | 6.84 | 224% |
| Returns for 5 years | 43.31 | 32.31 | 134% |
| Returns for 10 years | 38.87 | 30.63 | 127% |
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