Interact to see
Advertisement
Advertisement
FSDIX vs PHLOX
FSDIX vs PHLOX Comparison
Open Charts FSDIX vs PHLOX
Fidelity Strategic Dividend & Income
Price$18.27
Change+$0.11 (+0.61%)
VolumeN/A
Net Assets5.3B
Philotimo Focused Growth and Income
Price$11.55
Change+$0.13 (+1.14%)
VolumeN/A
Net Assets114.72M
FSDIX vs PHLOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.3B vs. PHLOX (115M). FSDIX pays higher dividends than PHLOX: FSDIX (2.40) vs PHLOX (1.67). FSDIX was incepted earlier than PHLOX: FSDIX (22 years) vs PHLOX (4 years). PHLOX (1.45) is less costly to investors than FSDIX (0.63). PHLOX is a more actively managed with annual turnover of: 105.51 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 : 33.73 vs. FSDIX (3.72).
| FSDIX | PHLOX | FSDIX / PHLOX | |
| Total Expense Ratio | 0.63 | 1.45 | 43% |
| Annual Report Gross Expense Ratio | 0.63 | 1.45 | 43% |
| Fund Existence | 22 years | 4 years | - |
| Gain YTD | 9.189 | 7.242 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.3B | 115M | 4,610% |
| Annual Yield % from dividends | 2.40 | 1.67 | 144% |
| Returns for 1 year | 3.72 | 33.73 | 11% |
| Returns for 3 years | 33.61 | 47.68 | 71% |
| Returns for 5 years | 38.21 | N/A | - |
| Returns for 10 years | 63.68 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JDURX | 16.66 | 0.27 | +1.65% |
| PGIM Jennison Utility R | |||
| HIMVX | 28.69 | 0.31 | +1.09% |
| Harbor Mid Cap Value Investor | |||
| TCIEX | 27.43 | 0.23 | +0.85% |
| Nuveen International Eq Idx R6 | |||
| SNPTX | 20.95 | 0.11 | +0.53% |
| DWS Equity Sector Strategy Institutional | |||
| RMQCX | 581.50 | N/A | N/A |
| Rydex Monthly Rbl NASDAQ-100® 2x Strt C | |||