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FTSDX vs WSBFX
FTSDX vs WSBFX Comparison
Open Charts FTSDX vs WSBFX
Fidelity Advisor Strategic Div & Inc M
Price$17.59
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets5.21B
Boston Trust Walden Balanced
Price$22.80
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets154.42M
FTSDX vs WSBFX Comparison Chart in %
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FTSDX vs. WSBFX commentary
Jul 07, 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 WSBFX is a Buy.
FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.21B vs. WSBFX (154M). FTSDX pays higher dividends than WSBFX: FTSDX (1.95) vs WSBFX (1.32). FTSDX was incepted earlier than WSBFX: FTSDX (22 years) vs WSBFX (26 years). FTSDX (1.17) is less costly to investors than WSBFX (0.95). FTSDX is a more actively managed with annual turnover of: 36.00 vs. WSBFX (3.30). FTSDX has a lower initial minimum investment than WSBFX: FTSDX (0) vs WSBFX (100000). FTSDX annual gain was more profitable for investors over the last year : 8.67 vs. WSBFX (1.56). FTSDX return over 5 years is better than : 34.81 vs. WSBFX (21.27).
| FTSDX | WSBFX | FTSDX / WSBFX | |
| Total Expense Ratio | 1.17 | 0.95 | 123% |
| Annual Report Gross Expense Ratio | 1.17 | 0.95 | 123% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 5.910 | 2.334 | 253% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.21B | 154M | 3,382% |
| Annual Yield % from dividends | 1.95 | 1.32 | 148% |
| Returns for 1 year | 8.67 | 1.56 | 555% |
| Returns for 3 years | 20.67 | 11.09 | 186% |
| Returns for 5 years | 34.81 | 21.27 | 164% |
| Returns for 10 years | 42.89 | 57.33 | 75% |
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