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FTSDX vs PHLOX
FTSDX vs PHLOX Comparison
Open Charts FTSDX vs PHLOX
Fidelity Advisor Strategic Div & Inc M
Price$17.12
Change-$0.14 (-0.81%)
VolumeN/A
Net Assets5.13B
Philotimo Focused Growth and Income
Price$9.72
Change-$0.22 (-2.21%)
VolumeN/A
Net Assets97.03M
FTSDX vs PHLOX Comparison Chart
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FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.13B vs. PHLOX (97M). FTSDX pays higher dividends than PHLOX: FTSDX (1.99) vs PHLOX (1.80). FTSDX was incepted earlier than PHLOX: FTSDX (21 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: 76.00 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 : 15.71 vs. FTSDX (6.54).
| FTSDX | PHLOX | FTSDX / PHLOX | |
| Total Expense Ratio | 1.17 | 1.50 | 78% |
| Annual Report Gross Expense Ratio | 1.17 | 1.55 | 75% |
| Fund Existence | 21 years | 4 years | - |
| Gain YTD | 3.080 | -9.749 | -32% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 97M | 5,291% |
| Annual Yield % from dividends | 1.99 | 1.80 | 111% |
| Returns for 1 year | 6.54 | 15.71 | 42% |
| Returns for 3 years | 21.13 | 15.76 | 134% |
| Returns for 5 years | 33.52 | N/A | - |
| Returns for 10 years | 36.94 | N/A | - |
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