Interact to see
Advertisement
Advertisement
FSIDX vs PHLOX
FSIDX vs PHLOX Comparison
Open Charts FSIDX vs PHLOX
Fidelity Advisor Strategic Div & Inc I
Price$17.42
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets5.13B
Philotimo Focused Growth and Income
Price$9.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets98.91M
FSIDX vs PHLOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSIDX has more cash in the bank: 5.13B vs. PHLOX (98.9M). FSIDX pays higher dividends than PHLOX: FSIDX (2.47) vs PHLOX (1.80). FSIDX was incepted earlier than PHLOX: FSIDX (22 years) vs PHLOX (4 years). PHLOX (1.55) is less costly to investors than FSIDX (0.67). PHLOX is a more actively managed with annual turnover of: 105.51 vs. FSIDX (36.00). FSIDX has a lower initial minimum investment than PHLOX: FSIDX (0) vs PHLOX (2500). PHLOX annual gain was more profitable for investors over the last year : 17.99 vs. FSIDX (7.63).
| FSIDX | PHLOX | FSIDX / PHLOX | |
| Total Expense Ratio | 0.67 | 1.50 | 45% |
| Annual Report Gross Expense Ratio | 0.67 | 1.55 | 43% |
| Fund Existence | 22 years | 4 years | - |
| Gain YTD | 4.453 | -8.078 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 98.9M | 5,189% |
| Annual Yield % from dividends | 2.47 | 1.80 | 137% |
| Returns for 1 year | 7.63 | 17.99 | 42% |
| Returns for 3 years | 21.00 | 17.91 | 117% |
| Returns for 5 years | 40.09 | N/A | - |
| Returns for 10 years | 46.26 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers