FSDIX
Price
$17.79
Change
+$0.08 (+0.45%)
Updated
Jul 3 closing price
Net Assets
5.21B
RPFCX
Price
$64.61
Change
+$0.27 (+0.42%)
Updated
Jul 3 closing price
Net Assets
274.14M
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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$17.79
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.

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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).
FSDIXRPFCXFSDIX / RPFCX
Total Expense Ratio0.630.9864%
Annual Report Gross Expense Ratio0.630.9864%
Fund Existence22 years33 years-
Gain YTD6.23210.69758%
Front LoadN/A5%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.21B274M1,901%
Annual Yield % from dividends2.441.49164%
Returns for 1 year9.358.91105%
Returns for 3 years22.7649.0346%
Returns for 5 years38.7082.4447%
Returns for 10 years49.6096.2652%
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