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FIQWX vs WSBFX
FIQWX vs WSBFX Comparison
Open Charts FIQWX vs WSBFX
Fidelity Advisor Strategic Div & Inc Z
Price$17.23
Change-$0.15 (-0.86%)
VolumeN/A
Net Assets5.13B
Boston Trust Walden Balanced
Price$22.14
Change-$0.23 (-1.03%)
VolumeN/A
Net Assets150.93M
FIQWX vs WSBFX Comparison Chart
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FIQWX vs. WSBFX commentary
Jun 16, 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: 5.13B vs. WSBFX (151M). FIQWX pays higher dividends than WSBFX: FIQWX (2.57) vs WSBFX (1.34). 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 : 7.14 vs. WSBFX (-0.63). FIQWX return over 5 years is better than : 37.85 vs. WSBFX (19.52).
| 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 | 3.333 | -0.628 | -530% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 151M | 3,399% |
| Annual Yield % from dividends | 2.57 | 1.34 | 191% |
| Returns for 1 year | 7.14 | -0.63 | -1,126% |
| Returns for 3 years | 23.44 | 10.58 | 222% |
| Returns for 5 years | 37.85 | 19.52 | 194% |
| Returns for 10 years | N/A | 52.20 | - |
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