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FSDIX vs PHLOX
FSDIX vs PHLOX Comparison
Open Charts FSDIX vs PHLOX
Fidelity Strategic Dividend & Income
Price$17.79
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets5.21B
Philotimo Focused Growth and Income
Price$10.18
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets101.71M
FSDIX vs PHLOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.21B vs. PHLOX (102M). FSDIX pays higher dividends than PHLOX: FSDIX (2.44) vs PHLOX (1.79). FSDIX was incepted earlier than PHLOX: FSDIX (22 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 : 22.33 vs. FSDIX (9.35).
| FSDIX | PHLOX | FSDIX / PHLOX | |
| Total Expense Ratio | 0.63 | 1.50 | 42% |
| Annual Report Gross Expense Ratio | 0.63 | 1.55 | 41% |
| Fund Existence | 22 years | 4 years | - |
| Gain YTD | 6.232 | -5.478 | -114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.21B | 102M | 5,106% |
| Annual Yield % from dividends | 2.44 | 1.79 | 136% |
| Returns for 1 year | 9.35 | 22.33 | 42% |
| Returns for 3 years | 22.76 | 23.10 | 99% |
| Returns for 5 years | 38.70 | N/A | - |
| Returns for 10 years | 49.60 | N/A | - |
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