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FAEVX vs VVIAX
FAEVX vs VVIAX Comparison
Open Charts FAEVX vs VVIAX
Fidelity Advisor Equity Value Z
Price$23.53
Change-$0.66 (-2.73%)
VolumeN/A
Net Assets211.08M
Vanguard Value Index Adm
Price$65.10
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
FAEVX vs VVIAX Comparison Chart
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FAEVX vs. VVIAX commentary
Apr 04, 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 FAEVX is a Buy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. FAEVX (211M). VVIAX pays higher dividends than FAEVX: VVIAX (2.26) vs FAEVX (1.91). FAEVX was incepted earlier than VVIAX: FAEVX (8 years) vs VVIAX (24 years). FAEVX (0.55) is less costly to investors than VVIAX (0.05). FAEVX is a more actively managed with annual turnover of: 31.00 vs. VVIAX (10.00). FAEVX has a lower initial minimum investment than VVIAX: FAEVX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 7.67 vs. FAEVX (2.22). VVIAX (101.69) and FAEVX (98.62) have equivalent 5 years return.
| FAEVX | VVIAX | FAEVX / VVIAX | |
| Total Expense Ratio | 0.55 | 0.05 | 1,100% |
| Annual Report Gross Expense Ratio | 0.55 | 0.05 | 1,100% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 2.674 | 2.421 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 211M | 195B | 0% |
| Annual Yield % from dividends | 1.91 | 2.26 | 84% |
| Returns for 1 year | 2.22 | 7.67 | 29% |
| Returns for 3 years | 5.64 | 17.36 | 32% |
| Returns for 5 years | 98.62 | 101.69 | 97% |
| Returns for 10 years | N/A | 106.86 | - |