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EKBYX vs FTSDX
EKBYX vs FTSDX Comparison
Open Charts EKBYX vs FTSDX
Allspring Diversified Cap Bldr Inst
Price$14.53
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
EKBYX vs FTSDX Comparison Chart in %
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EKBYX 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 EKBYX is a StrongBuy and FTSDX is a Buy.
FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.21B vs. EKBYX (1.55B). FTSDX pays higher dividends than EKBYX: FTSDX (1.95) vs EKBYX (0.88). EKBYX was incepted earlier than FTSDX: EKBYX (27 years) vs FTSDX (22 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 : 8.67 vs. EKBYX (6.47). EKBYX return over 5 years is better than : 46.17 vs. FTSDX (34.81).
| 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 | 22 years | - |
| Gain YTD | 8.090 | 5.910 | 137% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 5.21B | 30% |
| Annual Yield % from dividends | 0.88 | 1.95 | 45% |
| Returns for 1 year | 6.47 | 8.67 | 75% |
| Returns for 3 years | 35.04 | 20.67 | 169% |
| Returns for 5 years | 46.17 | 34.81 | 133% |
| Returns for 10 years | 59.13 | 42.89 | 138% |
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