Interact to see
Advertisement
Advertisement
FSDIX vs NSOIX
FSDIX vs NSOIX Comparison
Open Charts FSDIX vs NSOIX
Fidelity Strategic Dividend & Income
Price$17.45
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets5.13B
North Star Opportunity I
Price$16.47
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets124.17M
FSDIX vs NSOIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSDIX vs. NSOIX commentary
Jun 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 NSOIX is a Buy.
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.13B vs. NSOIX (124M). FSDIX pays higher dividends than NSOIX: FSDIX (2.50) vs NSOIX (1.52). FSDIX was incepted earlier than NSOIX: FSDIX (21 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 : 7.54 vs. NSOIX (-2.13). FSDIX return over 5 years is better than : 38.05 vs. NSOIX (25.22).
| FSDIX | NSOIX | FSDIX / NSOIX | |
| Total Expense Ratio | 0.63 | 1.31 | 48% |
| Annual Report Gross Expense Ratio | 0.63 | 1.35 | 47% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | 3.844 | -3.552 | -108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 124M | 4,139% |
| Annual Yield % from dividends | 2.50 | 1.52 | 164% |
| Returns for 1 year | 7.54 | -2.13 | -353% |
| Returns for 3 years | 22.85 | 8.18 | 279% |
| Returns for 5 years | 38.05 | 25.22 | 151% |
| Returns for 10 years | 44.50 | 47.44 | 94% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement