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FTSDX vs PHLOX
FTSDX vs PHLOX Comparison
Open Charts FTSDX vs PHLOX
Fidelity Advisor Strategic Div & Inc M
Price$17.67
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets5.21B
Philotimo Focused Growth and Income
Price$10.09
Change-$0.04 (-0.39%)
VolumeN/A
Net Assets100.56M
FTSDX vs PHLOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.21B vs. PHLOX (101M). FTSDX pays higher dividends than PHLOX: FTSDX (1.95) vs PHLOX (1.79). FTSDX was incepted earlier than PHLOX: FTSDX (22 years) vs PHLOX (4 years). PHLOX (1.55) 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 : 16.83 vs. FTSDX (8.24).
| FTSDX | PHLOX | FTSDX / PHLOX | |
| Total Expense Ratio | 1.17 | 1.50 | 78% |
| Annual Report Gross Expense Ratio | 1.17 | 1.55 | 75% |
| Fund Existence | 22 years | 4 years | - |
| Gain YTD | 6.999 | -6.314 | -111% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.21B | 101M | 5,156% |
| Annual Yield % from dividends | 1.95 | 1.79 | 109% |
| Returns for 1 year | 8.24 | 16.83 | 49% |
| Returns for 3 years | 20.05 | 20.45 | 98% |
| Returns for 5 years | 32.79 | N/A | - |
| Returns for 10 years | 43.55 | N/A | - |
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