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FSDIX vs VILLX
FSDIX vs VILLX Comparison
Open Charts FSDIX vs VILLX
Fidelity Strategic Dividend & Income
Price$17.21
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets5.13B
Villere Balanced I
Price$20.27
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets103.92M
FSDIX vs VILLX Comparison Chart
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FSDIX vs. VILLX commentary
Jun 03, 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 VILLX is a Hold.
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.13B vs. VILLX (104M). FSDIX pays higher dividends than VILLX: FSDIX (2.50) vs VILLX (1.22). FSDIX was incepted earlier than VILLX: FSDIX (21 years) vs VILLX (26 years). VILLX (1.06) is less costly to investors than FSDIX (0.63). FSDIX is a more actively managed with annual turnover of: 36.00 vs. VILLX (14.00). FSDIX has a lower initial minimum investment than VILLX: FSDIX (0) vs VILLX (2000). FSDIX annual gain was more profitable for investors over the last year : 5.92 vs. VILLX (0.75). FSDIX return over 5 years is better than : 33.05 vs. VILLX (-6.30).
| FSDIX | VILLX | FSDIX / VILLX | |
| Total Expense Ratio | 0.63 | 0.90 | 70% |
| Annual Report Gross Expense Ratio | 0.63 | 1.06 | 59% |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | 2.530 | 2.067 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 104M | 4,935% |
| Annual Yield % from dividends | 2.50 | 1.22 | 205% |
| Returns for 1 year | 5.92 | 0.75 | 794% |
| Returns for 3 years | 13.39 | 0.95 | 1,411% |
| Returns for 5 years | 33.05 | -6.30 | -525% |
| Returns for 10 years | 42.28 | -12.10 | -349% |
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