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EKBYX vs FTSDX
EKBYX vs FTSDX Comparison
Open Charts EKBYX vs FTSDX
Allspring Diversified Cap Bldr Inst
Price$13.80
Change-$0.10 (-0.72%)
VolumeN/A
Net Assets1.48B
Fidelity Advisor Strategic Div & Inc M
Price$17.12
Change-$0.14 (-0.81%)
VolumeN/A
Net Assets5.13B
EKBYX vs FTSDX Comparison Chart
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EKBYX vs. FTSDX commentary
Jun 15, 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 EKBYX is a StrongBuy and FTSDX is a Buy.
FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.13B vs. EKBYX (1.48B). FTSDX pays higher dividends than EKBYX: FTSDX (1.99) vs EKBYX (0.87). EKBYX was incepted earlier than FTSDX: EKBYX (27 years) vs FTSDX (21 years). FTSDX (1.17) is less costly to investors than EKBYX (0.76). FTSDX is a more actively managed with annual turnover of: 36.00 vs. EKBYX (30.00). FTSDX has a lower initial minimum investment than EKBYX: FTSDX (0) vs EKBYX (1000000). FTSDX annual gain was more profitable for investors over the last year : 6.54 vs. EKBYX (2.54). EKBYX return over 5 years is better than : 42.34 vs. FTSDX (33.52).
| EKBYX | FTSDX | EKBYX / FTSDX | |
| Total Expense Ratio | 0.76 | 1.17 | 65% |
| Annual Report Gross Expense Ratio | 0.76 | 1.17 | 65% |
| Fund Existence | 27 years | 21 years | - |
| Gain YTD | 2.387 | 3.080 | 78% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 5.13B | 29% |
| Annual Yield % from dividends | 0.87 | 1.99 | 44% |
| Returns for 1 year | 2.54 | 6.54 | 39% |
| Returns for 3 years | 28.38 | 21.13 | 134% |
| Returns for 5 years | 42.34 | 33.52 | 126% |
| Returns for 10 years | 48.64 | 36.94 | 132% |
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