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FSIDX vs LKBLX
FSIDX vs LKBLX Comparison
Open Charts FSIDX vs LKBLX
Fidelity Advisor Strategic Div & Inc I
Price$17.23
Change-$0.15 (-0.86%)
VolumeN/A
Net Assets5.13B
LK Balanced Institutional
Price$52.57
Change-$0.36 (-0.68%)
VolumeN/A
Net Assets26.09M
FSIDX vs LKBLX Comparison Chart
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FSIDX vs. LKBLX 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 FSIDX is a Buy and LKBLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSIDX has more cash in the bank: 5.13B vs. LKBLX (26.1M). FSIDX pays higher dividends than LKBLX: FSIDX (2.47) vs LKBLX (1.61). FSIDX was incepted earlier than LKBLX: FSIDX (21 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 : 7.04 vs. LKBLX (-1.77). FSIDX return over 5 years is better than : 37.01 vs. LKBLX (22.87).
| FSIDX | LKBLX | FSIDX / LKBLX | |
| Total Expense Ratio | 0.67 | 1.00 | 67% |
| Annual Report Gross Expense Ratio | 0.67 | 1.46 | 46% |
| Fund Existence | 21 years | 13 years | - |
| Gain YTD | 3.314 | 1.155 | 287% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 26.1M | 19,663% |
| Annual Yield % from dividends | 2.47 | 1.61 | 154% |
| Returns for 1 year | 7.04 | -1.77 | -397% |
| Returns for 3 years | 23.00 | 9.54 | 241% |
| Returns for 5 years | 37.01 | 22.87 | 162% |
| Returns for 10 years | 42.56 | 33.29 | 128% |
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