FIQWX
Price
$17.72
Change
+$0.08 (+0.45%)
Updated
Jul 3 closing price
Net Assets
5.21B
WSBFX
Price
$22.80
Change
+$0.09 (+0.40%)
Updated
Jul 3 closing price
Net Assets
154.42M
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FIQWX vs WSBFX

Header iconFIQWX vs WSBFX Comparison
Open Charts FIQWX vs WSBFXBanner chart's image
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.

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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).
FIQWXWSBFXFIQWX / WSBFX
Total Expense Ratio0.560.9559%
Annual Report Gross Expense Ratio0.560.9559%
Fund Existence7 years26 years-
Gain YTD6.2712.334269%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.21B154M3,382%
Annual Yield % from dividends2.511.32191%
Returns for 1 year9.401.56601%
Returns for 3 years23.0011.09207%
Returns for 5 years39.2321.27184%
Returns for 10 yearsN/A57.33-
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