Ad is loading...
FAEVX vs VVIAX
FAEVX vs VVIAX Comparison
Open Charts FAEVX vs VVIAX
Fidelity Advisor Equity Value Z
Price$24.06
Change-$0.13 (-0.54%)
VolumeN/A
Net Assets211.69M
Vanguard Value Index Adm
Price$68.66
Change-$0.33 (-0.48%)
VolumeN/A
Net Assets183.52B
FAEVX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FAEVX vs. VVIAX commentary
Jan 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. FAEVX (212M). VVIAX pays higher dividends than FAEVX: VVIAX (2.36) vs FAEVX (1.55). FAEVX was incepted earlier than VVIAX: FAEVX (8 years) vs VVIAX (24 years). FAEVX is a more actively managed with annual turnover of: 29.00 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 : 17.28 vs. FAEVX (7.70). VVIAX return over 5 years is better than : 47.22 vs. FAEVX (38.59).
| FAEVX | VVIAX | FAEVX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 2.122 | 3.967 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 184B | 0% |
| Annual Yield % from dividends | 1.55 | 2.36 | 66% |
| Returns for 1 year | 7.70 | 17.28 | 45% |
| Returns for 3 years | 7.85 | 22.82 | 34% |
| Returns for 5 years | 38.59 | 47.22 | 82% |
| Returns for 10 years | N/A | 110.24 | - |