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FSDIX vs JAVAX
FSDIX vs JAVAX Comparison
Open Charts FSDIX vs JAVAX
Fidelity Strategic Dividend & Income
Price$17.30
Change-$0.15 (-0.86%)
VolumeN/A
Net Assets5.13B
James Aggressive Allocation
Price$14.24
Change-$0.16 (-1.11%)
VolumeN/A
Net Assets25.3M
FSDIX vs JAVAX Comparison Chart
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FSDIX vs. JAVAX commentary
Jun 15, 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 FSDIX is a Buy and JAVAX is a Buy.
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.13B vs. JAVAX (25.3M). FSDIX pays higher dividends than JAVAX: FSDIX (2.50) vs JAVAX (0.67). FSDIX was incepted earlier than JAVAX: FSDIX (21 years) vs JAVAX (10 years). JAVAX (1.02) is less costly to investors than FSDIX (0.63). FSDIX is a more actively managed with annual turnover of: 36.00 vs. JAVAX (19.00). FSDIX has a lower initial minimum investment than JAVAX: FSDIX (0) vs JAVAX (10000). FSDIX annual gain was more profitable for investors over the last year : 8.04 vs. JAVAX (7.53). JAVAX return over 5 years is better than : 63.15 vs. FSDIX (38.52).
| FSDIX | JAVAX | FSDIX / JAVAX | |
| Total Expense Ratio | 0.63 | 1.02 | 62% |
| Annual Report Gross Expense Ratio | 0.63 | 1.02 | 62% |
| Fund Existence | 21 years | 10 years | - |
| Gain YTD | 4.202 | 1.911 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 25.3M | 20,285% |
| Annual Yield % from dividends | 2.50 | 0.67 | 371% |
| Returns for 1 year | 8.04 | 7.53 | 107% |
| Returns for 3 years | 24.25 | 49.92 | 49% |
| Returns for 5 years | 38.52 | 63.15 | 61% |
| Returns for 10 years | 44.30 | N/A | - |
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