FTSDX
Price
$17.59
Change
+$0.08 (+0.46%)
Updated
Jul 3 closing price
Net Assets
5.21B
LKBLX
Price
$53.95
Change
+$0.20 (+0.37%)
Updated
Jul 3 closing price
Net Assets
26.35M
Interact to see
Advertisement

FTSDX vs LKBLX

Header iconFTSDX vs LKBLX Comparison
Open Charts FTSDX vs LKBLXBanner chart's image
Fidelity Advisor Strategic Div & Inc M
Price$17.59
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets5.21B
LK Balanced Institutional
Price$53.95
Change+$0.20 (+0.37%)
VolumeN/A
Net Assets26.35M
FTSDX vs LKBLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
FTSDX vs. LKBLX 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 FTSDX is a Buy and LKBLX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.21B vs. LKBLX (26.3M). FTSDX pays higher dividends than LKBLX: FTSDX (1.95) vs LKBLX (1.59). FTSDX was incepted earlier than LKBLX: FTSDX (22 years) vs LKBLX (13 years). LKBLX (1.46) is less costly to investors than FTSDX (1.17). FTSDX is a more actively managed with annual turnover of: 36.00 vs. LKBLX (16.00). FTSDX has a lower initial minimum investment than LKBLX: FTSDX (0) vs LKBLX (50000). FTSDX annual gain was more profitable for investors over the last year : 8.67 vs. LKBLX (0.62). FTSDX return over 5 years is better than : 34.81 vs. LKBLX (26.34).
FTSDXLKBLXFTSDX / LKBLX
Total Expense Ratio1.171.00117%
Annual Report Gross Expense Ratio1.171.4680%
Fund Existence22 years13 years-
Gain YTD5.9103.810155%
Front Load4%N/A-
Min. Initial Investment050000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.21B26.3M19,802%
Annual Yield % from dividends1.951.59123%
Returns for 1 year8.670.621,393%
Returns for 3 years20.678.22251%
Returns for 5 years34.8126.34132%
Returns for 10 years42.8937.99113%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
SZKMY46.650.70
+1.52%
Suzuki Motor Co.
HCBC30.00N/A
N/A
High Country Bancorp, Inc.
OKIEF6.66N/A
N/A
OKI Electric Industry Co., Ltd.
GOCOF0.04N/A
N/A
Go Metals Corp.
KTERF36.10N/A
N/A
Keio Corp.