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FSIDX vs LKBLX
FSIDX vs LKBLX Comparison
Open Charts FSIDX vs LKBLX
Fidelity Advisor Strategic Div & Inc I
Price$17.78
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets5.21B
LK Balanced Institutional
Price$53.75
Change+$0.24 (+0.45%)
VolumeN/A
Net Assets25.33M
FSIDX vs LKBLX Comparison Chart in %
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FSIDX vs. LKBLX 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 FSIDX is a Buy and LKBLX is a Buy.
FUNDAMENTALS
Fundamentals
FSIDX has more cash in the bank: 5.21B vs. LKBLX (25.3M). FSIDX pays higher dividends than LKBLX: FSIDX (2.42) vs LKBLX (1.59). FSIDX was incepted earlier than LKBLX: FSIDX (22 years) vs LKBLX (13 years). LKBLX (1.46) is less costly to investors than FSIDX (0.67). FSIDX is a more actively managed with annual turnover of: 36.00 vs. LKBLX (16.00). FSIDX has a lower initial minimum investment than LKBLX: FSIDX (0) vs LKBLX (50000). FSIDX annual gain was more profitable for investors over the last year : 8.86 vs. LKBLX (-2.82). FSIDX return over 5 years is better than : 36.35 vs. LKBLX (22.24).
| FSIDX | LKBLX | FSIDX / LKBLX | |
| Total Expense Ratio | 0.67 | 1.00 | 67% |
| Annual Report Gross Expense Ratio | 0.67 | 1.46 | 46% |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 7.344 | 3.425 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.21B | 25.3M | 20,585% |
| Annual Yield % from dividends | 2.42 | 1.59 | 152% |
| Returns for 1 year | 8.86 | -2.82 | -314% |
| Returns for 3 years | 21.97 | 8.99 | 244% |
| Returns for 5 years | 36.35 | 22.24 | 163% |
| Returns for 10 years | 49.68 | 37.42 | 133% |
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