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FSIDX vs WSBFX
FSIDX vs WSBFX Comparison
Open Charts FSIDX vs WSBFX
Fidelity Advisor Strategic Div & Inc I
Price$16.79
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets5.03B
Boston Trust Walden Balanced
Price$21.63
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets147.69M
FSIDX vs WSBFX Comparison Chart
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FSIDX vs. WSBFX commentary
May 09, 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 WSBFX is a Buy.
FUNDAMENTALS
Fundamentals
FSIDX has more cash in the bank: 5.03B vs. WSBFX (148M). FSIDX pays higher dividends than WSBFX: FSIDX (2.53) vs WSBFX (1.37). FSIDX was incepted earlier than WSBFX: FSIDX (21 years) vs WSBFX (26 years). WSBFX (0.96) is less costly to investors than FSIDX (0.67). FSIDX is a more actively managed with annual turnover of: 36.00 vs. WSBFX (3.30). FSIDX has a lower initial minimum investment than WSBFX: FSIDX (0) vs WSBFX (100000). FSIDX annual gain was more profitable for investors over the last year : 5.39 vs. WSBFX (-1.67). FSIDX return over 5 years is better than : 37.18 vs. WSBFX (18.82).
| FSIDX | WSBFX | FSIDX / WSBFX | |
| Total Expense Ratio | 0.67 | 0.96 | 70% |
| Annual Report Gross Expense Ratio | 0.67 | 0.96 | 70% |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | 0.616 | -3.142 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.03B | 148M | 3,401% |
| Annual Yield % from dividends | 2.53 | 1.37 | 184% |
| Returns for 1 year | 5.39 | -1.67 | -324% |
| Returns for 3 years | 14.07 | 3.25 | 433% |
| Returns for 5 years | 37.18 | 18.82 | 198% |
| Returns for 10 years | 37.40 | 47.98 | 78% |
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