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FIDAX vs FSVLX
FIDAX vs FSVLX Comparison
Open Charts FIDAX vs FSVLX
FIDAX vs FSVLX Comparison Chart in %
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FIDAX vs. FSVLX commentary
Jun 24, 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: 272M 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 (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 : -20.17 vs. FIDAX (-23.69). FSVLX (-31.68) and FIDAX (-32.81) have equivalent 5 years return.
| 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 | 41 years | - |
| Gain YTD | 1.761 | -20.535 | -9% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 272M | 81.2M | 335% |
| Annual Yield % from dividends | 0.91 | 0.00 | - |
| Returns for 1 year | -23.69 | -20.17 | 117% |
| Returns for 3 years | 8.04 | 7.52 | 107% |
| Returns for 5 years | -32.81 | -31.68 | 104% |
| Returns for 10 years | -0.40 | 47.67 | -1% |
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