FTSDX
Price
$17.67
Change
+$0.02 (+0.11%)
Updated
Jul 25 closing price
Net Assets
5.21B
LKBLX
Price
$53.75
Change
+$0.24 (+0.45%)
Updated
Jul 25 closing price
Net Assets
25.33M
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FTSDX vs LKBLX

Header iconFTSDX vs LKBLX Comparison
Open Charts FTSDX vs LKBLXBanner chart's image
Fidelity Advisor Strategic Div & Inc M
Price$17.67
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
FTSDX vs LKBLX Comparison Chart in %
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FTSDX 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 FTSDX is a Buy and LKBLX is a Buy.

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FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.21B vs. LKBLX (25.3M). 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 : 8.24 vs. LKBLX (-2.82). FTSDX return over 5 years is better than : 32.79 vs. LKBLX (22.24).
FTSDXLKBLXFTSDX / LKBLX
Total Expense Ratio1.171.00117%
Annual Report Gross Expense Ratio1.171.4680%
Fund Existence22 years13 years-
Gain YTD6.9993.425204%
Front Load4%N/A-
Min. Initial Investment050000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.21B25.3M20,585%
Annual Yield % from dividends1.951.59123%
Returns for 1 year8.24-2.82-292%
Returns for 3 years20.058.99223%
Returns for 5 years32.7922.24147%
Returns for 10 years43.5537.42116%
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