Home › Asset managers › Compare 2024-2025 › Fidelity vs Equitable
Fidelity 2024-2025 · Equitable 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 65,295 | 55,319 | 1,924 | 8,052 | 96.6% | 91.9% |
| Board proposals | 55,163 | 46,218 | 1,771 | 7,174 | 96.3% | 91.3% |
| E&S shareholder proposals | 270 | 117 | 0 | 153 | 100.0% | 84.8% |
| Other items | 9,862 | 8,984 | 153 | 725 | 98.3% | 95.2% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
153 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Fidelity | Equitable |
|---|---|---|---|---|---|---|
| NATIONAL BANK OF CANADA | April 24, 2025 | SP 2: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | AGAINST 10 funds |
FOR 1 fund |
| NATIONAL BANK OF CANADA | April 24, 2025 | SP 3: Report on Forced Labor and Child Labor in Lending Profiles Human Rights or Human Capital/workforce |
Other | Against | AGAINST 10 funds |
FOR 1 fund |
| NATIONAL BANK OF CANADA | April 24, 2025 | SP 4: Adopt Advanced Generative AI Systems Voluntary Code of Conduct Other Social Issues |
Other | Against | AGAINST 10 funds |
FOR 1 fund |
| NINETY ONE LTD. | July 25, 2024 | Approve Climate Strategy Environment or Climate |
Other | For | FOR 1 fund |
ABSTAIN 1 fund |
| NITTA CORP. | June 26, 2025 | Approve Additional Allocation of Income so that Annual Dividend per Share Equals to Earnings per Share Capital Structure |
Other | Against | AGAINST 1 fund |
FOR 2 funds |
| NOODLES & CO. | May 14, 2025 | To vote on a stockholder proposal regarding simple majority voting requirements. Corporate Governance |
Other | Against | FOR 6 funds |
AGAINST 1 fund |
| NXERA PHARMA CO. LTD. | March 26, 2025 | Amend Articles to Allow Virtual Only Shareholder Meetings Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 2 funds |
| PALTALK INC. | December 30, 2024 | Adjournment Proposal: To adjourn the special meeting to a later date or dates, if necessary, to permit further solicitation and vote of proxies if there are insufficient votes for, or otherwise in connection with, the approval of the Stock Issuance Proposal and the Divestiture Proposal. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 1 fund |
| PENNS WOODS BANCORP INC. | April 22, 2025 | A proposal to approve the adjournment of the special meeting, if necessary, to solicit additional proxies in the event there are not sufficient votes at the time of the special meeting to adopt and approve the Agreement and Plan of Merger. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 1 fund |
| PETROLEO BRASILEIRO SA | April 16, 2025 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Shareholder Rights and Defenses |
Other | None | AGAINST 5 funds |
FOR 2 funds |
| PETROLEO BRASILEIRO SA | April 16, 2025 | Elect Ronaldo Dias as Fiscal Council Member and Ricardo Jose Martins Gimenez as Alternate Appointed by Minority Shareholder Audit-related |
Other | None | ABSTAIN 5 funds |
FOR 2 funds |
| PHILLIPS 66 | May 21, 2025 | Elliot Nominees: Stacy D. Nieuwoudt Director Elections |
Other | Contested | WITHHOLD 1 fund |
FOR 1 fund |
| POWER CORPORATION OF CANADA | May 14, 2025 | SP 1: Adopt Advanced Generative AI Systems Voluntary Code of Conduct Other Social Issues |
Other | Against | AGAINST 7 funds |
FOR 1 fund |
| POWER CORPORATION OF CANADA | May 14, 2025 | SP 3: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | AGAINST 7 funds |
FOR 1 fund |
| PROKIDNEY CORP. | May 29, 2025 | Advisory charter proposal C. To approve as a non-binding, advisory resolution the provision in the Proposed Charter removing the ability of shareholders to act by written resolution in lieu of a meeting, subject to certain exceptions, as applicable, for the holders of Class B common stock and the holders of one or more series of preferred stock. Corporate Governance |
Other | For | AGAINST 8 funds |
FOR 7 funds |
| PYXIS ONCOLOGY INC. | October 23, 2024 | Approval of the adjournment of the special meeting, if necessary, in the reasonable discretion of the Chairperson of the Board, to solicit additional proxies if there are insufficient votes at the time of the special meeting to approve the plan amendment. Corporate Governance |
Other | For | FOR 7 funds |
AGAINST 7 funds |
| QINGHAI SALT LAKE INDUSTRY CO. LTD. | March 19, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 6 funds |
ABSTAIN 1 fund |
| QINGHAI SALT LAKE INDUSTRY CO. LTD. | April 23, 2025 | Approve Business Plan Corporate Governance |
Other | For | FOR 6 funds |
AGAINST 1 fund |
| QINGHAI SALT LAKE INDUSTRY CO. LTD. | April 23, 2025 | Approve Financial Statements and Financial Budget Report Corporate Governance |
Other | For | FOR 6 funds |
AGAINST 1 fund |
| RENEO PHARMACEUTICALS INC. | September 26, 2024 | To consider and vote upon a proposal to approve an adjournment of the Reneo Special Meeting, if necessary, to solicit additional proxies if there are not sufficient votes in favor of one or more of the Reneo Stockholder Proposals; and Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 1 fund |
| RICOH LEASING CO. LTD. | June 23, 2025 | Amend Articles to Change Location of Head Office - Allow Virtual Only Shareholder Meetings Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 2 funds |
| ROYAL BANK OF CANADA | April 10, 2025 | SP 1: Disclosure of Internal Pay Metrics Used For Executive Compensation Compensation |
Other | Against | AGAINST 21 funds |
FOR 1 fund |
| ROYAL BANK OF CANADA | April 10, 2025 | SP 3: Adopt Advanced Generative AI Systems Voluntary Code of Conduct Other Social Issues |
Other | Against | AGAINST 21 funds |
FOR 1 fund |
| SANY HEAVY INDUSTRY CO. LTD. | April 21, 2025 | Amend Articles of Association and Governance System Corporate Governance |
Other | For | AGAINST 6 funds |
ABSTAIN 1 fund |
| SEKISUI JUSHI CORP. | June 25, 2025 | Approve Restricted Stock Plan Compensation |
Other | Against | FOR 1 fund |
AGAINST 1 fund |
| SEKISUI JUSHI CORP. | June 25, 2025 | Initiate Share Repurchase Program Capital Structure |
Other | Against | FOR 1 fund |
AGAINST 1 fund |
| SERES GROUP CO. LTD. | October 28, 2024 | Approve Use of Own Funds to Invest in Financial Products Corporate Governance |
Other | For | FOR 6 funds |
AGAINST 1 fund |
| SHANGHAI PUDONG DEVELOPMENT BANK CO. LTD. | June 27, 2025 | Approve Financial Statements and Financial Budget Report Corporate Governance |
Other | For | FOR 7 funds |
AGAINST 1 fund |
| SHANGHAI RURAL COMMERCIAL BANK CO. LTD. | June 13, 2025 | Approve Abolition of the Board of Supervisors, Amend Articles of Association and Related Annexes Corporate Governance |
Other | For | AGAINST 7 funds |
ABSTAIN 1 fund |
| SHIMAMURA CO. LTD. | May 16, 2025 | Approve Additional Dividend so that Final Dividend per Share Equals to JPY 246 Capital Structure |
Other | Against | AGAINST 5 funds |
FOR 2 funds |
| SICHUAN CHUANTOU ENERGY CO. LTD. | May 20, 2025 | Approve Production and Operation Plan as well as Financial Budget Report Corporate Governance |
Other | For | FOR 6 funds |
AGAINST 1 fund |
| SOLARIS OILFIELD INFRASTRUCTURE INC. | August 30, 2024 | Adjournment Proposal: To adjourn the special meeting to a later date or time if necessary or appropriate, including to permit further solicitation and vote of proxies in the event that there are insufficient votes for, or otherwise in connection with, the approval of the Stock Issuance Proposal (the "Adjournment Proposal"). Corporate Governance |
Other | For | AGAINST 10 funds |
FOR 7 funds |
| STERLING BANCORP INC. | December 18, 2024 | Proposal to adjourn the Special Meeting (i) to solicit additional proxies if there are not sufficient votes at the time of the Special Meeting to approve the Stock Purchase Agreement Proposal and the Plan of Dissolution Proposal or (ii) if adjournment is necessary or appropriate to ensure that any supplement or amendment to the accompanying proxy statement is timely provided to the Company's shareholders. Corporate Governance |
Other | For | AGAINST 7 funds |
FOR 7 funds |
| SWATCH GROUP AG | May 21, 2025 | Elect Steven Wood as Director Director Elections |
Other | Against | AGAINST 1 fund |
FOR 1 fund |
| Sensorion SA | May 12, 2025 | Amend Article 17 of Bylaws to Incorporate Legal Changes Corporate Governance |
Other | For | FOR 1 fund |
AGAINST 1 fund |
| Shinko Electric Industries Co., Ltd. | May 20, 2025 | Amend Articles to Decrease Authorized Capital - Delete References to Record Date Corporate Governance |
Other | For | FOR 1 fund |
AGAINST 1 fund |
| TECHPRECISION CORP. | December 19, 2024 | Election of Directors: Robert D. Straus Director Elections |
Other | Contested | FOR 3 funds |
WITHHOLD 1 fund |
| TORONTO-DOMINION BANK | April 10, 2025 | SP 2: Report on Forced Labor and Child Labor in Lending Portfolios Human Rights or Human Capital/workforce |
Other | Against | AGAINST 13 funds |
FOR 1 fund |
| TORONTO-DOMINION BANK | April 10, 2025 | SP 3: Adopt Advanced Generative AI Systems Voluntary Code of Conduct Other Social Issues |
Other | Against | AGAINST 13 funds |
FOR 1 fund |
| TORONTO-DOMINION BANK | April 10, 2025 | SP 5: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | AGAINST 13 funds |
FOR 1 fund |
| TORONTO-DOMINION BANK | April 10, 2025 | SP 6: Disclose Non-Confidential Information Relating to the Bank's Country-by-Country Reporting Other Social Issues |
Other | Against | AGAINST 13 funds |
FOR 1 fund |
| TORONTO-DOMINION BANK | April 10, 2025 | SP 7: Dismiss Bharat Masrani as the Bank's Advisor and Prohibit From Holding Any Other Position Within the Organization Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 1 fund |
| TORONTO-DOMINION BANK | April 10, 2025 | SP 9: Hire a New Group President and CEO from Outside TD Bank Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 1 fund |
| UNISPLENDOUR CORP. LTD. | May 20, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 6 funds |
ABSTAIN 1 fund |
| UNIVERSAL STAINLESS & ALLOY PRODS. INC. | January 15, 2025 | To approve the adjournment of the special meeting of Universal's stockholders (the "Special Meeting") to a later date or dates, if determined to be necessary or appropriate by the chairman of the Special Meeting, including, without limitation, to solicit additional proxies to approve the proposal to adopt the Merger Agreement if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | AGAINST 11 funds |
FOR 8 funds |
| VILLAGE BANK AND TRUST FINANCIAL CORP. | December 19, 2024 | To adjourn the meeting, if necessary or appropriate, to permit further solicitation of proxies in the event there are not sufficient votes at the time of the meeting to approve the merger proposal and/or the articles amendment proposal. Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 2 funds |
| VOXX INTERNATIONAL CORP. | March 31, 2025 | To approve the adjournment of the Special Meeting, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the Merger Agreement Proposal. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 2 funds |
| WILLIAM PENN BANCORPORATION | April 2, 2025 | William Penn adjournment proposal: Proposal to adjourn the William Penn special meeting, if necessary, to solicit additional proxies in the event there are not sufficient votes at the time of the William Penn special meeting to approve the William Penn merger proposal. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 1 fund |
| XINJIANG DAQO NEW ENERGY CO. LTD. | May 20, 2025 | Approve Financial Budget Report Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 1 fund |
| YANKUANG ENERGY GROUP COMPANY LTD. | May 30, 2025 | Amend Articles of Association and Relevant Rules of Procedures Corporate Governance |
Other | For | AGAINST 8 funds |
ABSTAIN 1 fund |
| YODOGAWA STEEL WORKS LTD. | June 24, 2025 | Approve Additional Dividend so that Annual Dividend Equals to 6 Percent of Equity Capital Structure |
Other | Against | AGAINST 2 funds |
FOR 1 fund |
| ZHAOJIN MINING INDUSTRY COMPANY LTD. | February 26, 2025 | Elect Chen Jinrong as Director Director Elections |
Other | For | AGAINST 10 funds |
FOR 1 fund |
| ZHEJIANG EXPRESSWAY CO. LTD. | April 25, 2025 | Approve Final Accounts and Financial Budget Corporate Governance |
Other | For | FOR 7 funds |
AGAINST 1 fund |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.