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FTSDX vs RPFCX
FTSDX vs RPFCX Comparison
Open Charts FTSDX vs RPFCX
Fidelity Advisor Strategic Div & Inc M
Price$17.59
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets5.21B
Davis Balanced Fund A
Price$64.61
Change+$0.27 (+0.42%)
VolumeN/A
Net Assets274.14M
FTSDX vs RPFCX Comparison Chart in %
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FTSDX vs. RPFCX commentary
Jul 08, 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 RPFCX is a Buy.
FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.21B vs. RPFCX (274M). FTSDX pays higher dividends than RPFCX: FTSDX (1.95) vs RPFCX (1.49). FTSDX was incepted earlier than RPFCX: FTSDX (22 years) vs RPFCX (33 years). FTSDX (1.17) is less costly to investors than RPFCX (0.98). FTSDX is a more actively managed with annual turnover of: 36.00 vs. RPFCX (20.00). RPFCX initial investment is less costly to investors than FTSDX (4%) vs FTSDX (4%). FTSDX has a lower initial minimum investment than RPFCX: FTSDX (0) vs RPFCX (1000). RPFCX (8.91) and FTSDX (8.67) have marching annual gain over last year. RPFCX return over 5 years is better than : 82.44 vs. FTSDX (34.81).
| FTSDX | RPFCX | FTSDX / RPFCX | |
| Total Expense Ratio | 1.17 | 0.98 | 119% |
| Annual Report Gross Expense Ratio | 1.17 | 0.98 | 119% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 5.910 | 10.697 | 55% |
| Front Load | 4% | 5% | 74% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.21B | 274M | 1,901% |
| Annual Yield % from dividends | 1.95 | 1.49 | 131% |
| Returns for 1 year | 8.67 | 8.91 | 97% |
| Returns for 3 years | 20.67 | 49.03 | 42% |
| Returns for 5 years | 34.81 | 82.44 | 42% |
| Returns for 10 years | 42.89 | 96.26 | 45% |
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