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FSIDX vs LKBLX
FSIDX vs LKBLX Comparison
Open Charts FSIDX vs LKBLX
Fidelity Advisor Strategic Div & Inc I
Price$17.04
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets5.03B
LK Balanced Institutional
Price$53.18
Change+$0.14 (+0.26%)
VolumeN/A
Net Assets26.6M
FSIDX vs LKBLX Comparison Chart
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FSIDX vs. LKBLX commentary
May 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 FSIDX is a Buy and LKBLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSIDX has more cash in the bank: 5.03B vs. LKBLX (26.6M). FSIDX pays higher dividends than LKBLX: FSIDX (2.53) vs LKBLX (1.64). 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 : 6.11 vs. LKBLX (-1.45). FSIDX return over 5 years is better than : 43.10 vs. LKBLX (32.31).
| 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 | 2.235 | 2.059 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.03B | 26.6M | 18,921% |
| Annual Yield % from dividends | 2.53 | 1.64 | 154% |
| Returns for 1 year | 6.11 | -1.45 | -420% |
| Returns for 3 years | 15.18 | 6.84 | 222% |
| Returns for 5 years | 43.10 | 32.31 | 133% |
| Returns for 10 years | 38.38 | 30.63 | 125% |
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