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FIQWX vs LKBLX
FIQWX vs LKBLX Comparison
Open Charts FIQWX vs LKBLX
Fidelity Advisor Strategic Div & Inc Z
Price$17.72
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets5.21B
LK Balanced Institutional
Price$53.95
Change+$0.20 (+0.37%)
VolumeN/A
Net Assets26.35M
FIQWX vs LKBLX Comparison Chart in %
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FIQWX 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 FIQWX is a Buy and LKBLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIQWX has more cash in the bank: 5.21B vs. LKBLX (26.3M). FIQWX pays higher dividends than LKBLX: FIQWX (2.51) vs LKBLX (1.59). FIQWX was incepted earlier than LKBLX: FIQWX (7 years) vs LKBLX (13 years). LKBLX (1.46) is less costly to investors than FIQWX (0.56). FIQWX is a more actively managed with annual turnover of: 36.00 vs. LKBLX (16.00). FIQWX has a lower initial minimum investment than LKBLX: FIQWX (0) vs LKBLX (50000). FIQWX annual gain was more profitable for investors over the last year : 9.40 vs. LKBLX (0.62). FIQWX return over 5 years is better than : 39.23 vs. LKBLX (26.34).
| FIQWX | LKBLX | FIQWX / LKBLX | |
| Total Expense Ratio | 0.56 | 1.00 | 56% |
| Annual Report Gross Expense Ratio | 0.56 | 1.46 | 38% |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 6.271 | 3.810 | 165% |
| 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 | 2.51 | 1.59 | 158% |
| Returns for 1 year | 9.40 | 0.62 | 1,509% |
| Returns for 3 years | 23.00 | 8.22 | 280% |
| Returns for 5 years | 39.23 | 26.34 | 149% |
| Returns for 10 years | N/A | 37.99 | - |
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