FSDIX
Price
$17.79
Change
+$0.08 (+0.45%)
Updated
Jul 3 closing price
Net Assets
5.21B
LKBLX
Price
$53.95
Change
+$0.20 (+0.37%)
Updated
Jul 3 closing price
Net Assets
26.35M
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FSDIX vs LKBLX

Header iconFSDIX vs LKBLX Comparison
Open Charts FSDIX vs LKBLXBanner chart's image
Fidelity Strategic Dividend & Income
Price$17.79
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets5.21B
LK Balanced Institutional
Price$53.95
Change+$0.20 (+0.37%)
VolumeN/A
Net Assets26.35M
FSDIX vs LKBLX Comparison Chart in %
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FSDIX vs. LKBLX 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 FSDIX is a Buy and LKBLX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.21B vs. LKBLX (26.3M). FSDIX pays higher dividends than LKBLX: FSDIX (2.44) vs LKBLX (1.59). FSDIX was incepted earlier than LKBLX: FSDIX (22 years) vs LKBLX (13 years). LKBLX (1.46) is less costly to investors than FSDIX (0.63). FSDIX is a more actively managed with annual turnover of: 36.00 vs. LKBLX (16.00). FSDIX has a lower initial minimum investment than LKBLX: FSDIX (0) vs LKBLX (50000). FSDIX annual gain was more profitable for investors over the last year : 9.35 vs. LKBLX (0.62). FSDIX return over 5 years is better than : 38.70 vs. LKBLX (26.34).
FSDIXLKBLXFSDIX / LKBLX
Total Expense Ratio0.631.0063%
Annual Report Gross Expense Ratio0.631.4643%
Fund Existence22 years13 years-
Gain YTD6.2323.810164%
Front LoadN/AN/A-
Min. Initial Investment050000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.21B26.3M19,802%
Annual Yield % from dividends2.441.59154%
Returns for 1 year9.350.621,502%
Returns for 3 years22.768.22277%
Returns for 5 years38.7026.34147%
Returns for 10 years49.6037.99131%
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