FSDIX
Price
$17.79
Change
+$0.08 (+0.45%)
Updated
Jul 3 closing price
Net Assets
5.21B
WSBFX
Price
$22.80
Change
+$0.09 (+0.40%)
Updated
Jul 3 closing price
Net Assets
154.42M
Interact to see
Advertisement

FSDIX vs WSBFX

Header iconFSDIX vs WSBFX Comparison
Open Charts FSDIX vs WSBFXBanner chart's image
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
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.

Interact to see
Advertisement
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).
FSDIXWSBFXFSDIX / WSBFX
Total Expense Ratio0.630.9566%
Annual Report Gross Expense Ratio0.630.9566%
Fund Existence22 years26 years-
Gain YTD6.2322.334267%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.21B154M3,382%
Annual Yield % from dividends2.441.32186%
Returns for 1 year9.351.56598%
Returns for 3 years22.7611.09205%
Returns for 5 years38.7021.27182%
Returns for 10 years49.6057.3387%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MTCBX45.870.67
+1.48%
MFS Technology B
VFSNX258.791.38
+0.54%
Vanguard FTSE All-Wld ex-US SmCp Idx Ins
JGERX12.990.07
+0.54%
JHancock Global Equity R2
SNTCX25.210.07
+0.28%
Steward International Enhanced Index I
LEQAX12.73-0.02
-0.16%
LoCorr Dynamic Opportunity A