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EKBCX vs FTSDX
EKBCX vs FTSDX Comparison
Open Charts EKBCX vs FTSDX
Allspring Diversified Cap Bldr C
Price$14.55
Change+$0.12 (+0.83%)
VolumeN/A
Net Assets1.55B
Fidelity Advisor Strategic Div & Inc M
Price$17.59
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets5.21B
EKBCX vs FTSDX Comparison Chart in %
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EKBCX vs. FTSDX 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 EKBCX is a StrongBuy and FTSDX is a Buy.
FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.21B vs. EKBCX (1.55B). FTSDX pays higher dividends than EKBCX: FTSDX (1.95) vs EKBCX (0.01). EKBCX was incepted earlier than FTSDX: EKBCX (27 years) vs FTSDX (22 years). EKBCX (1.83) is less costly to investors than FTSDX (1.17). FTSDX is a more actively managed with annual turnover of: 36.00 vs. EKBCX (30.00). FTSDX has a lower initial minimum investment than EKBCX: FTSDX (0) vs EKBCX (1000). FTSDX annual gain was more profitable for investors over the last year : 8.67 vs. EKBCX (5.37). EKBCX return over 5 years is better than : 41.11 vs. FTSDX (34.81).
| EKBCX | FTSDX | EKBCX / FTSDX | |
| Total Expense Ratio | 1.83 | 1.17 | 156% |
| Annual Report Gross Expense Ratio | 1.83 | 1.17 | 156% |
| Fund Existence | 27 years | 22 years | - |
| Gain YTD | 7.549 | 5.910 | 128% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 5.21B | 30% |
| Annual Yield % from dividends | 0.01 | 1.95 | 0% |
| Returns for 1 year | 5.37 | 8.67 | 62% |
| Returns for 3 years | 31.48 | 20.67 | 152% |
| Returns for 5 years | 41.11 | 34.81 | 118% |
| Returns for 10 years | 48.56 | 42.89 | 113% |
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