Interact to see
Advertisement
Advertisement
FSIDX vs LKBLX
FSIDX vs LKBLX Comparison
Open Charts FSIDX vs LKBLX
Fidelity Advisor Strategic Div & Inc I
Price$17.28
Change+$0.13 (+0.76%)
VolumeN/A
Net Assets5.13B
LK Balanced Institutional
Price$52.49
Change+$0.45 (+0.86%)
VolumeN/A
Net Assets25.84M
FSIDX vs LKBLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSIDX vs. LKBLX commentary
Jun 07, 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 FSIDX is a Buy and LKBLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSIDX has more cash in the bank: 5.13B vs. LKBLX (25.8M). FSIDX pays higher dividends than LKBLX: FSIDX (2.47) vs LKBLX (1.61). FSIDX was incepted earlier than LKBLX: FSIDX (21 years) vs LKBLX (13 years). LKBLX (1.46) is less costly to investors than FSIDX (0.67). FSIDX is a more actively managed with annual turnover of: 36.00 vs. LKBLX (16.00). FSIDX has a lower initial minimum investment than LKBLX: FSIDX (0) vs LKBLX (50000). FSIDX annual gain was more profitable for investors over the last year : 6.16 vs. LKBLX (-2.28). FSIDX return over 5 years is better than : 30.96 vs. LKBLX (15.74).
| FSIDX | LKBLX | FSIDX / LKBLX | |
| Total Expense Ratio | 0.67 | 1.00 | 67% |
| Annual Report Gross Expense Ratio | 0.67 | 1.46 | 46% |
| Fund Existence | 21 years | 13 years | - |
| Gain YTD | 2.834 | 0.135 | 2,104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 25.8M | 19,891% |
| Annual Yield % from dividends | 2.47 | 1.61 | 154% |
| Returns for 1 year | 6.16 | -2.28 | -270% |
| Returns for 3 years | 12.56 | 0.42 | 3,006% |
| Returns for 5 years | 30.96 | 15.74 | 197% |
| Returns for 10 years | 42.79 | 31.88 | 134% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PREQX | 6.34 | N/A | N/A |
| PACE Global Real Estate Securities P | |||
| SMGIX | 36.02 | N/A | N/A |
| Columbia Contrarian Core Inst | |||
| MSOCX | 28.44 | N/A | N/A |
| Morgan Stanley Inst International Opp C | |||
| HFYYX | 12.07 | N/A | N/A |
| Hartford Schroders Intl Multi-Cp Val Y | |||
| VGHRX | 50.39 | N/A | N/A |
| Voya Global High Dividend Low Vol R6 | |||