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FCSDX vs LKBLX
FCSDX vs LKBLX Comparison
Open Charts FCSDX vs LKBLX
Fidelity Advisor Strategic Div & Inc C
Price$17.06
Change-$0.15 (-0.87%)
VolumeN/A
Net Assets5.13B
LK Balanced Institutional
Price$52.57
Change-$0.36 (-0.68%)
VolumeN/A
Net Assets26.09M
FCSDX vs LKBLX Comparison Chart
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FCSDX vs. LKBLX commentary
Jun 16, 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: 5.13B vs. LKBLX (26.1M). LKBLX pays higher dividends than FCSDX: LKBLX (1.61) vs FCSDX (1.47). FCSDX was incepted earlier than LKBLX: FCSDX (21 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 : 5.98 vs. LKBLX (-1.77). FCSDX return over 5 years is better than : 30.04 vs. LKBLX (22.87).
| FCSDX | LKBLX | FCSDX / LKBLX | |
| Total Expense Ratio | 1.67 | 1.00 | 167% |
| Annual Report Gross Expense Ratio | 1.67 | 1.46 | 114% |
| Fund Existence | 21 years | 13 years | - |
| Gain YTD | 2.829 | 1.155 | 245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 26.1M | 19,663% |
| Annual Yield % from dividends | 1.47 | 1.61 | 91% |
| Returns for 1 year | 5.98 | -1.77 | -338% |
| Returns for 3 years | 19.32 | 9.54 | 203% |
| Returns for 5 years | 30.04 | 22.87 | 131% |
| Returns for 10 years | 32.28 | 33.29 | 97% |
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