Interact to see
Advertisement
Advertisement
FIQWX vs WSBFX
FIQWX vs WSBFX Comparison
Open Charts FIQWX vs WSBFX
Fidelity Advisor Strategic Div & Inc Z
Price$17.78
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets5.21B
Boston Trust Walden Balanced
Price$22.95
Change+$0.07 (+0.31%)
VolumeN/A
Net Assets153.91M
FIQWX vs WSBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIQWX vs. WSBFX commentary
Jul 28, 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 WSBFX is a Buy.
FUNDAMENTALS
Fundamentals
FIQWX has more cash in the bank: 5.21B vs. WSBFX (154M). FIQWX pays higher dividends than WSBFX: FIQWX (2.51) vs WSBFX (1.32). FIQWX was incepted earlier than WSBFX: FIQWX (7 years) vs WSBFX (26 years). WSBFX (0.95) is less costly to investors than FIQWX (0.56). FIQWX is a more actively managed with annual turnover of: 36.00 vs. WSBFX (3.30). FIQWX has a lower initial minimum investment than WSBFX: FIQWX (0) vs WSBFX (100000). FIQWX annual gain was more profitable for investors over the last year : 8.96 vs. WSBFX (3.23). FIQWX return over 5 years is better than : 37.18 vs. WSBFX (19.22).
| FIQWX | WSBFX | FIQWX / WSBFX | |
| Total Expense Ratio | 0.56 | 0.95 | 59% |
| Annual Report Gross Expense Ratio | 0.56 | 0.95 | 59% |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | 7.393 | 3.007 | 246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.21B | 154M | 3,382% |
| Annual Yield % from dividends | 2.51 | 1.32 | 191% |
| Returns for 1 year | 8.96 | 3.23 | 277% |
| Returns for 3 years | 22.41 | 9.96 | 225% |
| Returns for 5 years | 37.18 | 19.22 | 193% |
| Returns for 10 years | N/A | 57.18 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers