FSDIX
Price
$17.85
Change
+$0.02 (+0.11%)
Updated
Jul 25 closing price
Net Assets
5.21B
RPFCX
Price
$63.98
Change
+$0.16 (+0.25%)
Updated
Jul 25 closing price
Net Assets
271.23M
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FSDIX vs RPFCX

Header iconFSDIX vs RPFCX Comparison
Open Charts FSDIX vs RPFCXBanner chart's image
Fidelity Strategic Dividend & Income
Price$17.85
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets5.21B
Davis Balanced Fund A
Price$63.98
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets271.23M
FSDIX vs RPFCX Comparison Chart in %
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FSDIX vs. RPFCX commentary
Jul 28, 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 RPFCX is a Buy.

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FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.21B vs. RPFCX (271M). FSDIX pays higher dividends than RPFCX: FSDIX (2.44) vs RPFCX (1.49). FSDIX was incepted earlier than RPFCX: FSDIX (22 years) vs RPFCX (33 years). RPFCX (0.98) is less costly to investors than FSDIX (0.63). FSDIX is a more actively managed with annual turnover of: 36.00 vs. RPFCX (20.00). FSDIX has a lower initial minimum investment than RPFCX: FSDIX (0) vs RPFCX (1000). FSDIX annual gain was more profitable for investors over the last year : 8.86 vs. RPFCX (7.53). RPFCX return over 5 years is better than : 77.02 vs. FSDIX (36.58).
FSDIXRPFCXFSDIX / RPFCX
Total Expense Ratio0.630.9864%
Annual Report Gross Expense Ratio0.630.9864%
Fund Existence22 years33 years-
Gain YTD7.3259.61776%
Front LoadN/A5%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.21B271M1,922%
Annual Yield % from dividends2.441.49164%
Returns for 1 year8.867.53118%
Returns for 3 years22.0745.2149%
Returns for 5 years36.5877.0247%
Returns for 10 years50.1898.3451%
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