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FTSDX vs PHLOX
FTSDX vs PHLOX Comparison
Open Charts FTSDX vs PHLOX
Fidelity Advisor Strategic Div & Inc M
Price$18.06
Change+$0.10 (+0.56%)
VolumeN/A
Net Assets5.3B
Philotimo Focused Growth and Income
Price$11.55
Change+$0.13 (+1.14%)
VolumeN/A
Net Assets114.72M
FTSDX vs PHLOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.3B vs. PHLOX (115M). FTSDX pays higher dividends than PHLOX: FTSDX (1.92) vs PHLOX (1.67). FTSDX was incepted earlier than PHLOX: FTSDX (22 years) vs PHLOX (4 years). PHLOX (1.45) is less costly to investors than FTSDX (1.17). PHLOX is a more actively managed with annual turnover of: 105.51 vs. FTSDX (36.00). FTSDX has a lower initial minimum investment than PHLOX: FTSDX (0) vs PHLOX (2500). PHLOX annual gain was more profitable for investors over the last year : 33.73 vs. FTSDX (3.14).
| FTSDX | PHLOX | FTSDX / PHLOX | |
| Total Expense Ratio | 1.17 | 1.45 | 81% |
| Annual Report Gross Expense Ratio | 1.17 | 1.45 | 81% |
| Fund Existence | 22 years | 4 years | - |
| Gain YTD | 8.755 | 7.242 | 121% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.3B | 115M | 4,610% |
| Annual Yield % from dividends | 1.92 | 1.67 | 115% |
| Returns for 1 year | 3.14 | 33.73 | 9% |
| Returns for 3 years | 31.38 | 47.68 | 66% |
| Returns for 5 years | 34.34 | N/A | - |
| Returns for 10 years | 56.48 | N/A | - |
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