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FIQWX vs WSBFX
FIQWX vs WSBFX Comparison
Open Charts FIQWX vs WSBFX
Fidelity Advisor Strategic Div & Inc Z
Price$17.80
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets5.23B
Boston Trust Walden Balanced
Price$23.05
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets152.41M
FIQWX vs WSBFX Comparison Chart in %
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FIQWX vs. WSBFX commentary
Aug 20, 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: 5.23B vs. WSBFX (152M). FIQWX pays higher dividends than WSBFX: FIQWX (2.53) vs WSBFX (1.31). 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 : 5.69 vs. WSBFX (1.21). FIQWX return over 5 years is better than : 32.49 vs. WSBFX (16.13).
| 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 | 7.212 | 3.366 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.23B | 152M | 3,439% |
| Annual Yield % from dividends | 2.53 | 1.31 | 193% |
| Returns for 1 year | 5.69 | 1.21 | 471% |
| Returns for 3 years | 17.17 | 4.48 | 383% |
| Returns for 5 years | 32.49 | 16.13 | 201% |
| Returns for 10 years | N/A | 62.88 | - |
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