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FTSDX vs LKBLX
FTSDX vs LKBLX Comparison
Open Charts FTSDX vs LKBLX
Fidelity Advisor Strategic Div & Inc M
Price$18.52
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets5.38B
LK Balanced Institutional
Price$56.31
Change+$0.41 (+0.73%)
VolumeN/A
Net Assets25.36M
FTSDX vs LKBLX Comparison Chart in %
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FTSDX vs. LKBLX commentary
Dec 13, 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 Hold and LKBLX is a Buy.
FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.38B vs. LKBLX (25.4M). FTSDX pays higher dividends than LKBLX: FTSDX (1.95) vs LKBLX (1.52). 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 (10.00). 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 : 5.68 vs. LKBLX (-1.91). FTSDX return over 5 years is better than : 24.80 vs. LKBLX (12.30).
| 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 | 12.203 | 8.351 | 146% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.38B | 25.4M | 21,185% |
| Annual Yield % from dividends | 1.95 | 1.52 | 128% |
| Returns for 1 year | 5.68 | -1.91 | -297% |
| Returns for 3 years | 23.55 | 8.48 | 278% |
| Returns for 5 years | 24.80 | 12.30 | 202% |
| Returns for 10 years | 59.95 | 49.19 | 122% |
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