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FSDIX vs VILLX
FSDIX vs VILLX Comparison
Open Charts FSDIX vs VILLX
Fidelity Strategic Dividend & Income
Price$17.79
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets5.21B
Villere Balanced I
Price$20.87
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets105.95M
FSDIX vs VILLX Comparison Chart in %
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FSDIX vs. VILLX commentary
Jul 06, 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 VILLX is a Buy.
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.21B vs. VILLX (106M). FSDIX pays higher dividends than VILLX: FSDIX (2.44) vs VILLX (1.20). FSDIX was incepted earlier than VILLX: FSDIX (22 years) vs VILLX (26 years). VILLX (1.06) is less costly to investors than FSDIX (0.63). FSDIX is a more actively managed with annual turnover of: 36.00 vs. VILLX (14.00). FSDIX has a lower initial minimum investment than VILLX: FSDIX (0) vs VILLX (2000). FSDIX annual gain was more profitable for investors over the last year : 9.35 vs. VILLX (6.34). FSDIX return over 5 years is better than : 38.70 vs. VILLX (0.22).
| FSDIX | VILLX | FSDIX / VILLX | |
| Total Expense Ratio | 0.63 | 0.90 | 70% |
| Annual Report Gross Expense Ratio | 0.63 | 1.06 | 59% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 6.232 | 5.192 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.21B | 106M | 4,913% |
| Annual Yield % from dividends | 2.44 | 1.20 | 204% |
| Returns for 1 year | 9.35 | 6.34 | 148% |
| Returns for 3 years | 22.76 | 13.18 | 173% |
| Returns for 5 years | 38.70 | 0.22 | 17,633% |
| Returns for 10 years | 49.60 | -9.37 | -529% |
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