BTBFX
Price
$65.22
Change
-$0.27 (-0.41%)
Updated
Sep 5 closing price
Net Assets
567.07M
FIQWX
Price
$17.98
Change
+$0.09 (+0.50%)
Updated
Sep 4 closing price
Net Assets
5.3B
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BTBFX vs FIQWX

Header iconBTBFX vs FIQWX Comparison
Open Charts BTBFX vs FIQWXBanner chart's image
Boston Trust Asset Management
Price$65.22
Change-$0.27 (-0.41%)
VolumeN/A
Net Assets567.07M
Fidelity Advisor Strategic Div & Inc Z
Price$17.98
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets5.3B
BTBFX vs FIQWX Comparison Chart in %
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BTBFX vs. FIQWX commentary
Sep 07, 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 BTBFX is a Buy and FIQWX is a Buy.

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FUNDAMENTALS
Fundamentals
FIQWX has more cash in the bank: 5.3B vs. BTBFX (567M). FIQWX pays higher dividends than BTBFX: FIQWX (2.47) vs BTBFX (1.39). BTBFX was incepted earlier than FIQWX: BTBFX (30 years) vs FIQWX (7 years). BTBFX (0.80) is less costly to investors than FIQWX (0.56). FIQWX is a more actively managed with annual turnover of: 36.00 vs. BTBFX (7.52). FIQWX has a lower initial minimum investment than BTBFX: FIQWX (0) vs BTBFX (100000). FIQWX annual gain was more profitable for investors over the last year : 6.38 vs. BTBFX (3.98). FIQWX return over 5 years is better than : 34.38 vs. BTBFX (24.26).
BTBFXFIQWXBTBFX / FIQWX
Total Expense Ratio0.800.56143%
Annual Report Gross Expense Ratio0.800.56143%
Fund Existence30 years7 years-
Gain YTD5.8428.60168%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets567M5.3B11%
Annual Yield % from dividends1.392.4756%
Returns for 1 year3.986.3862%
Returns for 3 years17.9125.1371%
Returns for 5 years24.2634.3871%
Returns for 10 years79.27N/A-
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