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FSDIX vs RPFCX
FSDIX vs RPFCX Comparison
Open Charts FSDIX vs RPFCX
Fidelity Strategic Dividend & Income
Price$17.79
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets5.21B
Davis Balanced Fund A
Price$64.61
Change+$0.27 (+0.42%)
VolumeN/A
Net Assets274.14M
FSDIX vs RPFCX Comparison Chart in %
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FSDIX vs. RPFCX commentary
Jul 08, 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.
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.21B vs. RPFCX (274M). 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 (9.35) and RPFCX (8.91) have marching annual gain over last year. RPFCX return over 5 years is better than : 82.44 vs. FSDIX (38.70).
| FSDIX | RPFCX | FSDIX / RPFCX | |
| Total Expense Ratio | 0.63 | 0.98 | 64% |
| Annual Report Gross Expense Ratio | 0.63 | 0.98 | 64% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 6.232 | 10.697 | 58% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.21B | 274M | 1,901% |
| Annual Yield % from dividends | 2.44 | 1.49 | 164% |
| Returns for 1 year | 9.35 | 8.91 | 105% |
| Returns for 3 years | 22.76 | 49.03 | 46% |
| Returns for 5 years | 38.70 | 82.44 | 47% |
| Returns for 10 years | 49.60 | 96.26 | 52% |
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