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FBLEX vs VVIAX
FBLEX vs VVIAX Comparison
Open Charts FBLEX vs VVIAX
Fidelity Series Stk Selec Lg Cp Val
Price$13.28
Change-$0.12 (-0.90%)
VolumeN/A
Net Assets12.54B
Vanguard Value Index Adm
Price$66.11
Change-$0.29 (-0.44%)
VolumeN/A
Net Assets195.24B
FBLEX vs VVIAX Comparison Chart
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FBLEX vs. VVIAX commentary
Mar 13, 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 FBLEX is a Hold and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. FBLEX (12.5B). VVIAX pays higher dividends than FBLEX: VVIAX (2.19) vs FBLEX (1.95). FBLEX was incepted earlier than VVIAX: FBLEX (12 years) vs VVIAX (24 years). VVIAX (0.05) is less costly to investors than FBLEX (0.00). FBLEX is a more actively managed with annual turnover of: 72.00 vs. VVIAX (10.00). FBLEX has a lower initial minimum investment than VVIAX: FBLEX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 8.65 vs. FBLEX (0.74). VVIAX return over 5 years is better than : 98.26 vs. FBLEX (69.79).
| FBLEX | VVIAX | FBLEX / VVIAX | |
| Total Expense Ratio | 0.00 | 0.05 | - |
| Annual Report Gross Expense Ratio | 0.00 | 0.05 | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -2.056 | 1.787 | -115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 195B | 6% |
| Annual Yield % from dividends | 1.95 | 2.19 | 89% |
| Returns for 1 year | 0.74 | 8.65 | 9% |
| Returns for 3 years | 10.90 | 21.83 | 50% |
| Returns for 5 years | 69.79 | 98.26 | 71% |
| Returns for 10 years | 20.13 | 107.22 | 19% |