Interact to see
Advertisement
Advertisement
FSDIX vs NSOIX
FSDIX vs NSOIX Comparison
Open Charts FSDIX vs NSOIX
Fidelity Strategic Dividend & Income
Price$17.83
Change-$0.05 (-0.28%)
VolumeN/A
Net Assets5.21B
North Star Opportunity I
Price$17.47
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets130.51M
FSDIX vs NSOIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSDIX vs. NSOIX commentary
Jul 26, 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 NSOIX is a Buy.
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.21B vs. NSOIX (131M). FSDIX pays higher dividends than NSOIX: FSDIX (2.44) vs NSOIX (1.47). FSDIX was incepted earlier than NSOIX: FSDIX (22 years) vs NSOIX (14 years). NSOIX (1.35) is less costly to investors than FSDIX (0.63). FSDIX is a more actively managed with annual turnover of: 36.00 vs. NSOIX (21.00). FSDIX has a lower initial minimum investment than NSOIX: FSDIX (0) vs NSOIX (5000). FSDIX annual gain was more profitable for investors over the last year : 8.73 vs. NSOIX (1.84). FSDIX return over 5 years is better than : 36.43 vs. NSOIX (25.97).
| FSDIX | NSOIX | FSDIX / NSOIX | |
| Total Expense Ratio | 0.63 | 1.31 | 48% |
| Annual Report Gross Expense Ratio | 0.63 | 1.35 | 47% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 7.205 | 1.887 | 382% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.21B | 131M | 3,976% |
| Annual Yield % from dividends | 2.44 | 1.47 | 167% |
| Returns for 1 year | 8.73 | 1.84 | 475% |
| Returns for 3 years | 21.93 | 11.47 | 191% |
| Returns for 5 years | 36.43 | 25.97 | 140% |
| Returns for 10 years | 50.02 | 64.30 | 78% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement