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BTBFX vs FSDIX
BTBFX vs FSDIX Comparison
Open Charts BTBFX vs FSDIX
Boston Trust Asset Management
Price$63.77
Change+$0.37 (+0.58%)
VolumeN/A
Net Assets562.33M
Fidelity Strategic Dividend & Income
Price$17.79
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets5.21B
BTBFX vs FSDIX Comparison Chart in %
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BTBFX vs. FSDIX commentary
Jul 05, 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 FSDIX is a Buy.
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.21B vs. BTBFX (562M). FSDIX pays higher dividends than BTBFX: FSDIX (2.44) vs BTBFX (1.43). BTBFX was incepted earlier than FSDIX: BTBFX (30 years) vs FSDIX (22 years). BTBFX (0.80) is less costly to investors than FSDIX (0.63). FSDIX is a more actively managed with annual turnover of: 36.00 vs. BTBFX (7.52). FSDIX has a lower initial minimum investment than BTBFX: FSDIX (0) vs BTBFX (100000). FSDIX annual gain was more profitable for investors over the last year : 9.35 vs. BTBFX (3.30). FSDIX return over 5 years is better than : 38.70 vs. BTBFX (30.07).
| BTBFX | FSDIX | BTBFX / FSDIX | |
| Total Expense Ratio | 0.80 | 0.63 | 127% |
| Annual Report Gross Expense Ratio | 0.80 | 0.63 | 127% |
| Fund Existence | 30 years | 22 years | - |
| Gain YTD | 3.489 | 6.232 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 5.21B | 11% |
| Annual Yield % from dividends | 1.43 | 2.44 | 58% |
| Returns for 1 year | 3.30 | 9.35 | 35% |
| Returns for 3 years | 17.35 | 22.76 | 76% |
| Returns for 5 years | 30.07 | 38.70 | 78% |
| Returns for 10 years | 70.61 | 49.60 | 142% |
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