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EKBAX vs FIQWX
EKBAX vs FIQWX Comparison
Open Charts EKBAX vs FIQWX
Allspring Diversified Cap Bldr A
Price$14.67
Change+$0.12 (+0.82%)
VolumeN/A
Net Assets1.55B
Fidelity Advisor Strategic Div & Inc Z
Price$17.72
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets5.21B
EKBAX vs FIQWX Comparison Chart in %
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EKBAX vs. FIQWX commentary
Jul 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 EKBAX is a StrongBuy and FIQWX is a Buy.
FUNDAMENTALS
Fundamentals
FIQWX has more cash in the bank: 5.21B vs. EKBAX (1.55B). FIQWX pays higher dividends than EKBAX: FIQWX (2.51) vs EKBAX (0.58). EKBAX was incepted earlier than FIQWX: EKBAX (27 years) vs FIQWX (7 years). EKBAX (1.08) is less costly to investors than FIQWX (0.56). FIQWX is a more actively managed with annual turnover of: 36.00 vs. EKBAX (30.00). FIQWX has a lower initial minimum investment than EKBAX: FIQWX (0) vs EKBAX (1000). FIQWX annual gain was more profitable for investors over the last year : 9.40 vs. EKBAX (6.15). EKBAX return over 5 years is better than : 47.33 vs. FIQWX (39.23).
| EKBAX | FIQWX | EKBAX / FIQWX | |
| Total Expense Ratio | 1.08 | 0.56 | 193% |
| Annual Report Gross Expense Ratio | 1.08 | 0.56 | 193% |
| Fund Existence | 27 years | 7 years | - |
| Gain YTD | 7.921 | 6.271 | 126% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 5.21B | 30% |
| Annual Yield % from dividends | 0.58 | 2.51 | 23% |
| Returns for 1 year | 6.15 | 9.40 | 65% |
| Returns for 3 years | 34.97 | 23.00 | 152% |
| Returns for 5 years | 47.33 | 39.23 | 121% |
| Returns for 10 years | 61.01 | N/A | - |
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