Interact to see
Advertisement
Advertisement
FSDIX vs WSBFX
FSDIX vs WSBFX Comparison
Open Charts FSDIX vs WSBFX
Fidelity Strategic Dividend & Income
Price$17.79
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets5.21B
Boston Trust Walden Balanced
Price$22.80
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets154.42M
FSDIX vs WSBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSDIX vs. WSBFX commentary
Jul 07, 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 WSBFX is a Buy.
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.21B vs. WSBFX (154M). FSDIX pays higher dividends than WSBFX: FSDIX (2.44) vs WSBFX (1.32). FSDIX was incepted earlier than WSBFX: FSDIX (22 years) vs WSBFX (26 years). WSBFX (0.95) is less costly to investors than FSDIX (0.63). FSDIX is a more actively managed with annual turnover of: 36.00 vs. WSBFX (3.30). FSDIX has a lower initial minimum investment than WSBFX: FSDIX (0) vs WSBFX (100000). FSDIX annual gain was more profitable for investors over the last year : 9.35 vs. WSBFX (1.56). FSDIX return over 5 years is better than : 38.70 vs. WSBFX (21.27).
| FSDIX | WSBFX | FSDIX / WSBFX | |
| Total Expense Ratio | 0.63 | 0.95 | 66% |
| Annual Report Gross Expense Ratio | 0.63 | 0.95 | 66% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 6.232 | 2.334 | 267% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.21B | 154M | 3,382% |
| Annual Yield % from dividends | 2.44 | 1.32 | 186% |
| Returns for 1 year | 9.35 | 1.56 | 598% |
| Returns for 3 years | 22.76 | 11.09 | 205% |
| Returns for 5 years | 38.70 | 21.27 | 182% |
| Returns for 10 years | 49.60 | 57.33 | 87% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers