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FTSDX vs LKBLX
FTSDX vs LKBLX Comparison
Open Charts FTSDX vs LKBLX
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 %
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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.
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).
| FTSDX | LKBLX | FTSDX / LKBLX | |
| Total Expense Ratio | 1.17 | 1.00 | 117% |
| Annual Report Gross Expense Ratio | 1.17 | 1.46 | 80% |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 5.910 | 3.810 | 155% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.21B | 26.3M | 19,802% |
| Annual Yield % from dividends | 1.95 | 1.59 | 123% |
| Returns for 1 year | 8.67 | 0.62 | 1,393% |
| Returns for 3 years | 20.67 | 8.22 | 251% |
| Returns for 5 years | 34.81 | 26.34 | 132% |
| Returns for 10 years | 42.89 | 37.99 | 113% |
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