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FAVTX vs VIVAX
FAVTX vs VIVAX Comparison
Open Charts FAVTX vs VIVAX
Fidelity Advisor Equity Value M
Price$23.25
Change+$0.12 (+0.52%)
VolumeN/A
Net Assets204.38M
Vanguard Value Index I
Price$65.66
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
FAVTX vs VIVAX Comparison Chart
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FAVTX vs. VIVAX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. FAVTX (204M). VIVAX pays higher dividends than FAVTX: VIVAX (2.22) vs FAVTX (1.34). FAVTX was incepted earlier than VIVAX: FAVTX (24 years) vs VIVAX (33 years). FAVTX (1.18) is less costly to investors than VIVAX (0.17). FAVTX is a more actively managed with annual turnover of: 31.00 vs. VIVAX (9.00). 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 : 5.12 vs. FAVTX (0.24). VIVAX return over 5 years is better than : 72.17 vs. FAVTX (59.52).
| FAVTX | VIVAX | FAVTX / VIVAX | |
| Total Expense Ratio | 1.18 | 0.17 | 694% |
| Annual Report Gross Expense Ratio | 1.18 | 0.17 | 694% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 0.087 | -0.958 | -9% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 184B | 0% |
| Annual Yield % from dividends | 1.34 | 2.22 | 60% |
| Returns for 1 year | 0.24 | 5.12 | 5% |
| Returns for 3 years | 8.26 | 20.66 | 40% |
| Returns for 5 years | 59.52 | 72.17 | 82% |
| Returns for 10 years | 46.15 | 96.24 | 48% |
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