FTSDX
Price
$17.59
Change
+$0.08 (+0.46%)
Updated
Jul 3 closing price
Net Assets
5.21B
RPFCX
Price
$64.61
Change
+$0.27 (+0.42%)
Updated
Jul 3 closing price
Net Assets
274.14M
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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$17.59
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.

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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).
FTSDXRPFCXFTSDX / RPFCX
Total Expense Ratio1.170.98119%
Annual Report Gross Expense Ratio1.170.98119%
Fund Existence22 years33 years-
Gain YTD5.91010.69755%
Front Load4%5%74%
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.21B274M1,901%
Annual Yield % from dividends1.951.49131%
Returns for 1 year8.678.9197%
Returns for 3 years20.6749.0342%
Returns for 5 years34.8182.4442%
Returns for 10 years42.8996.2645%
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