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FSDIX vs RPFCX
FSDIX vs RPFCX Comparison
Open Charts FSDIX vs RPFCX
Fidelity Strategic Dividend & Income
Price$17.30
Change-$0.15 (-0.86%)
VolumeN/A
Net Assets5.13B
Davis Balanced Fund A
Price$62.48
Change-$0.47 (-0.75%)
VolumeN/A
Net Assets264.55M
FSDIX vs RPFCX Comparison Chart
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FSDIX vs. RPFCX commentary
Jun 16, 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: 5.13B vs. RPFCX (265M). FSDIX pays higher dividends than RPFCX: FSDIX (2.50) vs RPFCX (1.50). FSDIX was incepted earlier than RPFCX: FSDIX (21 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 : 7.11 vs. RPFCX (6.17). RPFCX return over 5 years is better than : 76.00 vs. FSDIX (37.33).
| FSDIX | RPFCX | FSDIX / RPFCX | |
| Total Expense Ratio | 0.63 | 0.98 | 64% |
| Annual Report Gross Expense Ratio | 0.63 | 0.98 | 64% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 3.306 | 6.659 | 50% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 265M | 1,937% |
| Annual Yield % from dividends | 2.50 | 1.50 | 166% |
| Returns for 1 year | 7.11 | 6.17 | 115% |
| Returns for 3 years | 23.18 | 44.96 | 52% |
| Returns for 5 years | 37.33 | 76.00 | 49% |
| Returns for 10 years | 43.06 | 82.12 | 52% |
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