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FIQWX vs WSBFX
FIQWX vs WSBFX Comparison
Open Charts FIQWX vs WSBFX
Fidelity Advisor Strategic Div & Inc Z
Price$17.72
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets5.21B
Boston Trust Walden Balanced
Price$22.80
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets154.42M
FIQWX vs WSBFX Comparison Chart in %
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FIQWX vs. WSBFX commentary
Jul 07, 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 : 9.40 vs. WSBFX (1.56). FIQWX return over 5 years is better than : 39.23 vs. WSBFX (21.27).
| 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 | 6.271 | 2.334 | 269% |
| 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 | 9.40 | 1.56 | 601% |
| Returns for 3 years | 23.00 | 11.09 | 207% |
| Returns for 5 years | 39.23 | 21.27 | 184% |
| Returns for 10 years | N/A | 57.33 | - |
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