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FSDIX vs PAEAX
FSDIX vs PAEAX Comparison
Open Charts FSDIX vs PAEAX
Fidelity Strategic Dividend & Income
Price$16.86
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets5.03B
Putnam Dynamic Asset Allocation Gr A
Price$19.48
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets2.37B
FSDIX vs PAEAX Comparison Chart
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FSDIX vs. PAEAX commentary
May 09, 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 PAEAX is a Buy.
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.03B vs. PAEAX (2.37B). FSDIX pays higher dividends than PAEAX: FSDIX (2.56) vs PAEAX (1.90). FSDIX was incepted earlier than PAEAX: FSDIX (21 years) vs PAEAX (31 years). PAEAX (1.01) is less costly to investors than FSDIX (0.63). PAEAX is a more actively managed with annual turnover of: 133.00 vs. FSDIX (36.00). FSDIX (0) and PAEAX (0) have matching initial minimum investment requirements. FSDIX annual gain was more profitable for investors over the last year : 5.41 vs. PAEAX (0.39). PAEAX (38.62) and FSDIX (37.41) have equivalent 5 years return.
| FSDIX | PAEAX | FSDIX / PAEAX | |
| Total Expense Ratio | 0.63 | 1.01 | 62% |
| Annual Report Gross Expense Ratio | 0.63 | 1.01 | 62% |
| Fund Existence | 21 years | 31 years | - |
| Gain YTD | 0.619 | 0.103 | 601% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.03B | 2.37B | 213% |
| Annual Yield % from dividends | 2.56 | 1.90 | 135% |
| Returns for 1 year | 5.41 | 0.39 | 1,393% |
| Returns for 3 years | 14.27 | 26.36 | 54% |
| Returns for 5 years | 37.41 | 38.62 | 97% |
| Returns for 10 years | 37.90 | 32.54 | 116% |
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