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EKBAX vs FIQWX
EKBAX vs FIQWX Comparison
Open Charts EKBAX vs FIQWX
Allspring Diversified Cap Bldr A
Price$13.93
Change-$0.09 (-0.64%)
VolumeN/A
Net Assets1.48B
Fidelity Advisor Strategic Div & Inc Z
Price$17.23
Change-$0.15 (-0.86%)
VolumeN/A
Net Assets5.13B
EKBAX vs FIQWX Comparison Chart
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EKBAX vs. FIQWX commentary
Jun 16, 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: 5.13B vs. EKBAX (1.48B). FIQWX pays higher dividends than EKBAX: FIQWX (2.57) vs EKBAX (0.56). 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 : 7.14 vs. EKBAX (2.27). EKBAX return over 5 years is better than : 43.85 vs. FIQWX (37.85).
| 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 | 2.285 | 3.333 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 5.13B | 29% |
| Annual Yield % from dividends | 0.56 | 2.57 | 22% |
| Returns for 1 year | 2.27 | 7.14 | 32% |
| Returns for 3 years | 28.70 | 23.44 | 122% |
| Returns for 5 years | 43.85 | 37.85 | 116% |
| Returns for 10 years | 50.50 | N/A | - |
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