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FSDIX vs PHLOX
FSDIX vs PHLOX Comparison
Open Charts FSDIX vs PHLOX
Fidelity Strategic Dividend & Income
Price$17.30
Change-$0.15 (-0.86%)
VolumeN/A
Net Assets5.13B
Philotimo Focused Growth and Income
Price$9.72
Change-$0.22 (-2.21%)
VolumeN/A
Net Assets97.03M
FSDIX vs PHLOX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.13B vs. PHLOX (97M). FSDIX pays higher dividends than PHLOX: FSDIX (2.50) vs PHLOX (1.80). FSDIX was incepted earlier than PHLOX: FSDIX (21 years) vs PHLOX (4 years). PHLOX (1.55) is less costly to investors than FSDIX (0.63). PHLOX is a more actively managed with annual turnover of: 76.00 vs. FSDIX (36.00). FSDIX has a lower initial minimum investment than PHLOX: FSDIX (0) vs PHLOX (2500). PHLOX annual gain was more profitable for investors over the last year : 15.71 vs. FSDIX (7.11).
| FSDIX | PHLOX | FSDIX / PHLOX | |
| Total Expense Ratio | 0.63 | 1.50 | 42% |
| Annual Report Gross Expense Ratio | 0.63 | 1.55 | 41% |
| Fund Existence | 21 years | 4 years | - |
| Gain YTD | 3.306 | -9.749 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 97M | 5,291% |
| Annual Yield % from dividends | 2.50 | 1.80 | 139% |
| Returns for 1 year | 7.11 | 15.71 | 45% |
| Returns for 3 years | 23.18 | 15.76 | 147% |
| Returns for 5 years | 37.33 | N/A | - |
| Returns for 10 years | 43.06 | N/A | - |
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