EKBYX
Price
$14.53
Change
+$0.12 (+0.83%)
Updated
Jul 3 closing price
Net Assets
1.55B
FTSDX
Price
$17.59
Change
+$0.08 (+0.46%)
Updated
Jul 3 closing price
Net Assets
5.21B
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EKBYX vs FTSDX

Header iconEKBYX vs FTSDX Comparison
Open Charts EKBYX vs FTSDXBanner chart's image
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.

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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).
EKBYXFTSDXEKBYX / FTSDX
Total Expense Ratio0.761.1765%
Annual Report Gross Expense Ratio0.761.1765%
Fund Existence27 years22 years-
Gain YTD8.0905.910137%
Front LoadN/A4%-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.55B5.21B30%
Annual Yield % from dividends0.881.9545%
Returns for 1 year6.478.6775%
Returns for 3 years35.0420.67169%
Returns for 5 years46.1734.81133%
Returns for 10 years59.1342.89138%
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