Interact to see
Advertisement
Advertisement
FIQWX vs NSOIX
FIQWX vs NSOIX Comparison
Open Charts FIQWX vs NSOIX
Fidelity Advisor Strategic Div & Inc Z
Price$17.23
Change-$0.15 (-0.86%)
VolumeN/A
Net Assets5.13B
North Star Opportunity I
Price$16.28
Change-$0.19 (-1.15%)
VolumeN/A
Net Assets122.6M
FIQWX vs NSOIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIQWX vs. NSOIX commentary
Jun 15, 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 NSOIX is a Hold.
FUNDAMENTALS
Fundamentals
FIQWX has more cash in the bank: 5.13B vs. NSOIX (123M). FIQWX pays higher dividends than NSOIX: FIQWX (2.57) vs NSOIX (1.52). FIQWX was incepted earlier than NSOIX: FIQWX (7 years) vs NSOIX (14 years). NSOIX (1.35) is less costly to investors than FIQWX (0.56). FIQWX is a more actively managed with annual turnover of: 36.00 vs. NSOIX (21.00). FIQWX has a lower initial minimum investment than NSOIX: FIQWX (0) vs NSOIX (5000). FIQWX annual gain was more profitable for investors over the last year : 8.08 vs. NSOIX (-2.93). FIQWX return over 5 years is better than : 39.05 vs. NSOIX (23.62).
| FIQWX | NSOIX | FIQWX / NSOIX | |
| Total Expense Ratio | 0.56 | 1.31 | 43% |
| Annual Report Gross Expense Ratio | 0.56 | 1.35 | 41% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | 4.232 | -4.780 | -89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 123M | 4,172% |
| Annual Yield % from dividends | 2.57 | 1.52 | 169% |
| Returns for 1 year | 8.08 | -2.93 | -276% |
| Returns for 3 years | 24.52 | 7.21 | 340% |
| Returns for 5 years | 39.05 | 23.62 | 165% |
| Returns for 10 years | N/A | 45.44 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement