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FTSDX vs WSBFX
FTSDX vs WSBFX Comparison
Open Charts FTSDX vs WSBFX
Fidelity Advisor Strategic Div & Inc M
Price$17.12
Change-$0.14 (-0.81%)
VolumeN/A
Net Assets5.13B
Boston Trust Walden Balanced
Price$22.14
Change-$0.23 (-1.03%)
VolumeN/A
Net Assets150.93M
FTSDX vs WSBFX Comparison Chart
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FTSDX vs. WSBFX commentary
Jun 16, 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: 5.13B vs. WSBFX (151M). FTSDX pays higher dividends than WSBFX: FTSDX (1.99) vs WSBFX (1.34). FTSDX was incepted earlier than WSBFX: FTSDX (21 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 : 6.54 vs. WSBFX (-0.63). FTSDX return over 5 years is better than : 33.52 vs. WSBFX (19.52).
| FTSDX | WSBFX | FTSDX / WSBFX | |
| Total Expense Ratio | 1.17 | 0.95 | 123% |
| Annual Report Gross Expense Ratio | 1.17 | 0.95 | 123% |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | 3.080 | -0.628 | -490% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 151M | 3,399% |
| Annual Yield % from dividends | 1.99 | 1.34 | 148% |
| Returns for 1 year | 6.54 | -0.63 | -1,032% |
| Returns for 3 years | 21.13 | 10.58 | 200% |
| Returns for 5 years | 33.52 | 19.52 | 172% |
| Returns for 10 years | 36.94 | 52.20 | 71% |
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