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FSDIX vs WSBFX
FSDIX vs WSBFX Comparison
Open Charts FSDIX vs WSBFX
Fidelity Strategic Dividend & Income
Price$17.30
Change-$0.15 (-0.86%)
VolumeN/A
Net Assets5.13B
Boston Trust Walden Balanced
Price$22.14
Change-$0.23 (-1.03%)
VolumeN/A
Net Assets150.93M
FSDIX vs WSBFX Comparison Chart
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FSDIX vs. WSBFX 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 WSBFX is a Buy.
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.13B vs. WSBFX (151M). FSDIX pays higher dividends than WSBFX: FSDIX (2.50) vs WSBFX (1.34). FSDIX was incepted earlier than WSBFX: FSDIX (21 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 : 7.11 vs. WSBFX (-0.63). FSDIX return over 5 years is better than : 37.33 vs. WSBFX (19.52).
| FSDIX | WSBFX | FSDIX / WSBFX | |
| Total Expense Ratio | 0.63 | 0.95 | 66% |
| Annual Report Gross Expense Ratio | 0.63 | 0.95 | 66% |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | 3.306 | -0.628 | -526% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 151M | 3,399% |
| Annual Yield % from dividends | 2.50 | 1.34 | 186% |
| Returns for 1 year | 7.11 | -0.63 | -1,121% |
| Returns for 3 years | 23.18 | 10.58 | 219% |
| Returns for 5 years | 37.33 | 19.52 | 191% |
| Returns for 10 years | 43.06 | 52.20 | 82% |
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