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FTSDX vs PHLOX
FTSDX vs PHLOX Comparison
Open Charts FTSDX vs PHLOX
Fidelity Advisor Strategic Div & Inc M
Price$17.59
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets5.21B
Philotimo Focused Growth and Income
Price$10.18
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets101.71M
FTSDX vs PHLOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.21B vs. PHLOX (102M). 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: 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 : 22.33 vs. FTSDX (8.67).
| 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 | 5.910 | -5.478 | -108% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.21B | 102M | 5,106% |
| Annual Yield % from dividends | 1.95 | 1.79 | 109% |
| Returns for 1 year | 8.67 | 22.33 | 39% |
| Returns for 3 years | 20.67 | 23.10 | 89% |
| Returns for 5 years | 34.81 | N/A | - |
| Returns for 10 years | 42.89 | N/A | - |
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