FTSDX
Price
$17.67
Change
+$0.02 (+0.11%)
Updated
Jul 25 closing price
Net Assets
5.21B
RPFCX
Price
$63.98
Change
+$0.16 (+0.25%)
Updated
Jul 25 closing price
Net Assets
271.23M
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FTSDX vs RPFCX

Header iconFTSDX vs RPFCX Comparison
Open Charts FTSDX vs RPFCXBanner chart's image
Fidelity Advisor Strategic Div & Inc M
Price$17.67
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets5.21B
Davis Balanced Fund A
Price$63.98
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets271.23M
FTSDX vs RPFCX Comparison Chart in %
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FTSDX vs. RPFCX commentary
Jul 28, 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.

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FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.21B vs. RPFCX (271M). 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). FTSDX annual gain was more profitable for investors over the last year : 8.24 vs. RPFCX (7.53). RPFCX return over 5 years is better than : 77.02 vs. FTSDX (32.79).
FTSDXRPFCXFTSDX / RPFCX
Total Expense Ratio1.170.98119%
Annual Report Gross Expense Ratio1.170.98119%
Fund Existence22 years33 years-
Gain YTD6.9999.61773%
Front Load4%5%74%
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.21B271M1,922%
Annual Yield % from dividends1.951.49131%
Returns for 1 year8.247.53109%
Returns for 3 years20.0545.2144%
Returns for 5 years32.7977.0243%
Returns for 10 years43.5598.3444%
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