FIQWX
Price
$17.72
Change
+$0.08 (+0.45%)
Updated
Jul 3 closing price
Net Assets
5.21B
LKBLX
Price
$53.95
Change
+$0.20 (+0.37%)
Updated
Jul 3 closing price
Net Assets
26.35M
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FIQWX vs LKBLX

Header iconFIQWX vs LKBLX Comparison
Open Charts FIQWX vs LKBLXBanner chart's image
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.

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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).
FIQWXLKBLXFIQWX / LKBLX
Total Expense Ratio0.561.0056%
Annual Report Gross Expense Ratio0.561.4638%
Fund Existence7 years13 years-
Gain YTD6.2713.810165%
Front LoadN/AN/A-
Min. Initial Investment050000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.21B26.3M19,802%
Annual Yield % from dividends2.511.59158%
Returns for 1 year9.400.621,509%
Returns for 3 years23.008.22280%
Returns for 5 years39.2326.34149%
Returns for 10 yearsN/A37.99-
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