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FTSDX vs NSOIX
FTSDX vs NSOIX Comparison
Open Charts FTSDX vs NSOIX
Fidelity Advisor Strategic Div & Inc M
Price$17.12
Change-$0.14 (-0.81%)
VolumeN/A
Net Assets5.13B
North Star Opportunity I
Price$16.28
Change-$0.19 (-1.15%)
VolumeN/A
Net Assets122.6M
FTSDX vs NSOIX Comparison Chart
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FTSDX vs. NSOIX commentary
Jun 15, 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 NSOIX is a Hold.
FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.13B vs. NSOIX (123M). FTSDX pays higher dividends than NSOIX: FTSDX (1.99) vs NSOIX (1.52). FTSDX was incepted earlier than NSOIX: FTSDX (21 years) vs NSOIX (14 years). NSOIX (1.35) is less costly to investors than FTSDX (1.17). FTSDX is a more actively managed with annual turnover of: 36.00 vs. NSOIX (21.00). FTSDX has a lower initial minimum investment than NSOIX: FTSDX (0) vs NSOIX (5000). FTSDX annual gain was more profitable for investors over the last year : 7.42 vs. NSOIX (-2.93). FTSDX return over 5 years is better than : 34.61 vs. NSOIX (23.62).
| FTSDX | NSOIX | FTSDX / NSOIX | |
| Total Expense Ratio | 1.17 | 1.31 | 89% |
| Annual Report Gross Expense Ratio | 1.17 | 1.35 | 87% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | 3.923 | -4.780 | -82% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 123M | 4,172% |
| Annual Yield % from dividends | 1.99 | 1.52 | 131% |
| Returns for 1 year | 7.42 | -2.93 | -254% |
| Returns for 3 years | 22.12 | 7.21 | 307% |
| Returns for 5 years | 34.61 | 23.62 | 147% |
| Returns for 10 years | 38.06 | 45.44 | 84% |
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