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FTDWX vs LBETX
FTDWX vs LBETX Comparison
Open Charts FTDWX vs LBETX
Fidelity Advisor Asset Manager 20% M
Price$13.75
Change-$0.06 (-0.43%)
VolumeN/A
Net Assets5.44B
LGM Risk Managed Total Return Ins
Price$11.21
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets14.94M
FTDWX vs LBETX Comparison Chart
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FTDWX vs. LBETX commentary
Jun 17, 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 FTDWX is a Buy and LBETX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTDWX has more cash in the bank: 5.44B vs. LBETX (14.9M). FTDWX pays higher dividends than LBETX: FTDWX (2.73) vs LBETX (0.93). FTDWX was incepted earlier than LBETX: FTDWX (19 years) vs LBETX (8 years). LBETX (3.03) is less costly to investors than FTDWX (1.02). LBETX is a more actively managed with annual turnover of: 355.00 vs. FTDWX (24.00). FTDWX has a lower initial minimum investment than LBETX: FTDWX (0) vs LBETX (5000). FTDWX annual gain was more profitable for investors over the last year : 5.19 vs. LBETX (3.22). LBETX return over 5 years is better than : 22.47 vs. FTDWX (11.16).
| FTDWX | LBETX | FTDWX / LBETX | |
| Total Expense Ratio | 1.02 | 2.79 | 37% |
| Annual Report Gross Expense Ratio | 1.02 | 3.03 | 34% |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 2.775 | -0.886 | -313% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 5.44B | 14.9M | 36,517% |
| Annual Yield % from dividends | 2.73 | 0.93 | 295% |
| Returns for 1 year | 5.19 | 3.22 | 161% |
| Returns for 3 years | 13.82 | 19.75 | 70% |
| Returns for 5 years | 11.16 | 22.47 | 50% |
| Returns for 10 years | 19.78 | N/A | - |
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