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FSDIX vs WSBFX
FSDIX vs WSBFX Comparison
Open Charts FSDIX vs WSBFX
Fidelity Strategic Dividend & Income
Price$17.85
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets5.21B
Boston Trust Walden Balanced
Price$22.95
Change+$0.07 (+0.31%)
VolumeN/A
Net Assets153.91M
FSDIX vs WSBFX Comparison Chart in %
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FSDIX vs. WSBFX commentary
Jul 28, 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 : 8.86 vs. WSBFX (3.23). FSDIX return over 5 years is better than : 36.58 vs. WSBFX (19.22).
| 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 | 7.325 | 3.007 | 244% |
| 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 | 8.86 | 3.23 | 274% |
| Returns for 3 years | 22.07 | 9.96 | 222% |
| Returns for 5 years | 36.58 | 19.22 | 190% |
| Returns for 10 years | 50.18 | 57.18 | 88% |
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