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FSDIX vs LKBLX
FSDIX vs LKBLX Comparison
Open Charts FSDIX vs LKBLX
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.
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).
| FSDIX | LKBLX | FSDIX / LKBLX | |
| Total Expense Ratio | 0.63 | 1.00 | 63% |
| Annual Report Gross Expense Ratio | 0.63 | 1.46 | 43% |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 6.232 | 3.810 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.21B | 26.3M | 19,802% |
| Annual Yield % from dividends | 2.44 | 1.59 | 154% |
| Returns for 1 year | 9.35 | 0.62 | 1,502% |
| Returns for 3 years | 22.76 | 8.22 | 277% |
| Returns for 5 years | 38.70 | 26.34 | 147% |
| Returns for 10 years | 49.60 | 37.99 | 131% |
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