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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
Sep 13, 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 Hold.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 279M vs. FSVLX (92.4M). FIDAX pays higher dividends than FSVLX: FIDAX (0.86) vs FSVLX (0.00). FIDAX was incepted earlier than FSVLX: FIDAX (31 years) vs FSVLX (41 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 : -16.21 vs. FIDAX (-24.01). FSVLX return over 5 years is better than : -27.88 vs. FIDAX (-30.76).
| FIDAX | FSVLX | FIDAX / FSVLX | |
| Total Expense Ratio | 1.29 | 0.74 | 174% |
| Annual Report Gross Expense Ratio | 1.30 | 0.74 | 176% |
| Fund Existence | 31 years | 41 years | - |
| Gain YTD | 7.410 | -14.102 | -53% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 92.4M | 302% |
| Annual Yield % from dividends | 0.86 | 0.00 | - |
| Returns for 1 year | -24.01 | -16.21 | 148% |
| Returns for 3 years | 6.30 | 14.08 | 45% |
| Returns for 5 years | -30.76 | -27.88 | 110% |
| Returns for 10 years | -3.50 | 45.90 | -8% |
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