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FIDAX vs FSVLX
FIDAX vs FSVLX Comparison
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FIDAX vs FSVLX Comparison Chart in %
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FIDAX vs. FSVLX commentary
Jun 03, 2026
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 FIDAX is a Hold and FSVLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 260M vs. FSVLX (81.2M). FIDAX pays higher dividends than FSVLX: FIDAX (0.91) vs FSVLX (0.00). FIDAX was incepted earlier than FSVLX: FIDAX (30 years) vs FSVLX (40 years). FIDAX (1.30) is less costly to investors than FSVLX (0.74). FSVLX is a more actively managed with annual turnover of: 239.00 vs. FIDAX (63.00). FSVLX has a lower initial minimum investment than FIDAX: FSVLX (0) vs FIDAX (1000). FSVLX annual gain was more profitable for investors over the last year : -19.55 vs. FIDAX (-28.34). FSVLX return over 5 years is better than : -31.49 vs. FIDAX (-38.24).
| FIDAX | FSVLX | FIDAX / FSVLX | |
| Total Expense Ratio | 1.29 | 0.74 | 174% |
| Annual Report Gross Expense Ratio | 1.30 | 0.74 | 176% |
| Fund Existence | 30 years | 40 years | - |
| Gain YTD | -2.568 | -18.682 | 14% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 81.2M | 320% |
| Annual Yield % from dividends | 0.91 | 0.00 | - |
| Returns for 1 year | -28.34 | -19.55 | 145% |
| Returns for 3 years | 1.84 | 11.58 | 16% |
| Returns for 5 years | -38.24 | -31.49 | 121% |
| Returns for 10 years | -11.72 | 39.16 | -30% |
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