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FSDIX vs PHLOX
FSDIX vs PHLOX Comparison
Open Charts FSDIX vs PHLOX
Fidelity Strategic Dividend & Income
Price$16.86
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets5.03B
Philotimo Focused Growth and Income
Price$9.95
Change+$0.13 (+1.32%)
VolumeN/A
Net Assets98.14M
FSDIX vs PHLOX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.03B vs. PHLOX (98.1M). FSDIX pays higher dividends than PHLOX: FSDIX (2.56) vs PHLOX (1.85). FSDIX was incepted earlier than PHLOX: FSDIX (21 years) vs PHLOX (4 years). PHLOX (1.55) is less costly to investors than FSDIX (0.63). PHLOX is a more actively managed with annual turnover of: 76.00 vs. FSDIX (36.00). FSDIX has a lower initial minimum investment than PHLOX: FSDIX (0) vs PHLOX (2500). PHLOX annual gain was more profitable for investors over the last year : 17.59 vs. FSDIX (5.41).
| FSDIX | PHLOX | FSDIX / PHLOX | |
| Total Expense Ratio | 0.63 | 1.50 | 42% |
| Annual Report Gross Expense Ratio | 0.63 | 1.55 | 41% |
| Fund Existence | 21 years | 4 years | - |
| Gain YTD | 0.619 | -8.821 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.03B | 98.1M | 5,130% |
| Annual Yield % from dividends | 2.56 | 1.85 | 139% |
| Returns for 1 year | 5.41 | 17.59 | 31% |
| Returns for 3 years | 14.27 | 11.64 | 123% |
| Returns for 5 years | 37.41 | N/A | - |
| Returns for 10 years | 37.90 | N/A | - |
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