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FIQWX vs PHLOX
FIQWX vs PHLOX Comparison
Open Charts FIQWX vs PHLOX
Fidelity Advisor Strategic Div & Inc Z
Price$17.72
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets5.21B
Philotimo Focused Growth and Income
Price$10.18
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets101.71M
FIQWX vs PHLOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FIQWX has more cash in the bank: 5.21B vs. PHLOX (102M). FIQWX pays higher dividends than PHLOX: FIQWX (2.51) vs PHLOX (1.79). FIQWX was incepted earlier than PHLOX: FIQWX (7 years) vs PHLOX (4 years). PHLOX (1.55) is less costly to investors than FIQWX (0.56). PHLOX is a more actively managed with annual turnover of: 76.00 vs. FIQWX (36.00). FIQWX has a lower initial minimum investment than PHLOX: FIQWX (0) vs PHLOX (2500). PHLOX annual gain was more profitable for investors over the last year : 22.33 vs. FIQWX (9.40).
| FIQWX | PHLOX | FIQWX / PHLOX | |
| Total Expense Ratio | 0.56 | 1.50 | 37% |
| Annual Report Gross Expense Ratio | 0.56 | 1.55 | 36% |
| Fund Existence | 7 years | 4 years | - |
| Gain YTD | 6.271 | -5.478 | -114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.21B | 102M | 5,106% |
| Annual Yield % from dividends | 2.51 | 1.79 | 140% |
| Returns for 1 year | 9.40 | 22.33 | 42% |
| Returns for 3 years | 23.00 | 23.10 | 100% |
| Returns for 5 years | 39.23 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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