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FTSDX vs NSOIX
FTSDX vs NSOIX Comparison
Open Charts FTSDX vs NSOIX
Fidelity Advisor Strategic Div & Inc M
Price$17.59
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets5.21B
North Star Opportunity I
Price$17.10
Change+$0.10 (+0.59%)
VolumeN/A
Net Assets128.41M
FTSDX vs NSOIX Comparison Chart in %
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FTSDX vs. NSOIX 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 NSOIX is a Buy.
FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.21B vs. NSOIX (128M). FTSDX pays higher dividends than NSOIX: FTSDX (1.95) vs NSOIX (1.47). FTSDX was incepted earlier than NSOIX: FTSDX (22 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 : 8.67 vs. NSOIX (1.31). FTSDX return over 5 years is better than : 34.81 vs. NSOIX (28.27).
| FTSDX | NSOIX | FTSDX / NSOIX | |
| Total Expense Ratio | 1.17 | 1.31 | 89% |
| Annual Report Gross Expense Ratio | 1.17 | 1.35 | 87% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 5.910 | 0.016 | 37,519% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.21B | 128M | 4,069% |
| Annual Yield % from dividends | 1.95 | 1.47 | 133% |
| Returns for 1 year | 8.67 | 1.31 | 662% |
| Returns for 3 years | 20.67 | 11.62 | 178% |
| Returns for 5 years | 34.81 | 28.27 | 123% |
| Returns for 10 years | 42.89 | 58.29 | 74% |
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