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FTDWX vs QBDSX
FTDWX vs QBDSX Comparison
Open Charts FTDWX vs QBDSX
Fidelity Advisor Asset Manager 20% M
Price$13.85
Change-$0.02 (-0.14%)
VolumeN/A
CapitalizationN/A
Quantified Managed Income Investor
Price$8.37
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FTDWX vs QBDSX Comparison Chart
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FTDWX vs. QBDSX commentary
Sep 21, 2024
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 StrongBuy and QBDSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTDWX has more cash in the bank: 5.33B vs. QBDSX (159M). QBDSX pays higher dividends than FTDWX: QBDSX (4.45) vs FTDWX (2.67). FTDWX was incepted earlier than QBDSX: FTDWX (18 years) vs QBDSX (11 years). QBDSX is a more actively managed with annual turnover of: 802.00 vs. FTDWX (28.00). FTDWX has a lower initial minimum investment than QBDSX: FTDWX (0) vs QBDSX (10000). FTDWX annual gain was more profitable for investors over the last year : 12.30 vs. QBDSX (4.65). FTDWX return over 5 years is better than : 11.62 vs. QBDSX (-8.44).
| FTDWX | QBDSX | FTDWX / QBDSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 6.304 | 3.079 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 5.33B | 159M | 3,352% |
| Annual Yield % from dividends | 2.67 | 4.45 | 60% |
| Returns for 1 year | 12.30 | 4.65 | 265% |
| Returns for 3 years | 0.07 | 1.00 | 7% |
| Returns for 5 years | 11.62 | -8.44 | -138% |
| Returns for 10 years | 16.33 | -0.18 | -9,235% |