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FAVTX vs VIVAX
FAVTX vs VIVAX Comparison
Open Charts FAVTX vs VIVAX
Fidelity Advisor Equity Value M
Price$23.48
Change+$0.11 (+0.47%)
VolumeN/A
Net Assets211.69M
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
FAVTX vs VIVAX Comparison Chart
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FAVTX vs. VIVAX commentary
Jan 19, 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 FAVTX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. FAVTX (212M). VIVAX pays higher dividends than FAVTX: VIVAX (2.25) vs FAVTX (1.00). FAVTX was incepted earlier than VIVAX: FAVTX (24 years) vs VIVAX (32 years). FAVTX is a more actively managed with annual turnover of: 29.00 vs. VIVAX (10.00). FAVTX has a lower initial minimum investment than VIVAX: FAVTX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 18.19 vs. FAVTX (7.60). VIVAX return over 5 years is better than : 44.18 vs. FAVTX (31.18).
| FAVTX | VIVAX | FAVTX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 1.601 | 3.194 | 50% |
| 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 | 1.00 | 2.25 | 44% |
| Returns for 1 year | 7.60 | 18.19 | 42% |
| Returns for 3 years | 2.58 | 18.46 | 14% |
| Returns for 5 years | 31.18 | 44.18 | 71% |
| Returns for 10 years | 55.40 | 111.10 | 50% |
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