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FCSDX vs LKBLX
FCSDX vs LKBLX Comparison
Open Charts FCSDX vs LKBLX
Fidelity Advisor Strategic Div & Inc C
Price$17.53
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets5.21B
LK Balanced Institutional
Price$53.95
Change+$0.20 (+0.37%)
VolumeN/A
Net Assets26.35M
FCSDX vs LKBLX Comparison Chart in %
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FCSDX vs. LKBLX 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 FCSDX is a Buy and LKBLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FCSDX has more cash in the bank: 5.21B vs. LKBLX (26.3M). LKBLX pays higher dividends than FCSDX: LKBLX (1.59) vs FCSDX (1.44). FCSDX was incepted earlier than LKBLX: FCSDX (22 years) vs LKBLX (13 years). FCSDX (1.67) is less costly to investors than LKBLX (1.46). FCSDX is a more actively managed with annual turnover of: 36.00 vs. LKBLX (16.00). FCSDX has a lower initial minimum investment than LKBLX: FCSDX (0) vs LKBLX (50000). FCSDX annual gain was more profitable for investors over the last year : 8.18 vs. LKBLX (0.62). FCSDX return over 5 years is better than : 31.39 vs. LKBLX (26.34).
| FCSDX | LKBLX | FCSDX / LKBLX | |
| Total Expense Ratio | 1.67 | 1.00 | 167% |
| Annual Report Gross Expense Ratio | 1.67 | 1.46 | 114% |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 5.662 | 3.810 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.21B | 26.3M | 19,802% |
| Annual Yield % from dividends | 1.44 | 1.59 | 90% |
| Returns for 1 year | 8.18 | 0.62 | 1,313% |
| Returns for 3 years | 18.80 | 8.22 | 229% |
| Returns for 5 years | 31.39 | 26.34 | 119% |
| Returns for 10 years | 37.95 | 37.99 | 100% |
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