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FIDFX vs VMVAX
FIDFX vs VMVAX Comparison
Open Charts FIDFX vs VMVAX
Fidelity Advisor Mid Cap Value Z
Price$33.28
Change+$0.47 (+1.43%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.76
Change+$1.08 (+1.26%)
VolumeN/A
CapitalizationN/A
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FIDFX vs VMVAX Comparison Chart
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FIDFX vs. VMVAX commentary
Nov 06, 2024
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 FIDFX is a Buy and VMVAX is a Sell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.2B vs. FIDFX (1.91B). VMVAX pays higher dividends than FIDFX: VMVAX (2.14) vs FIDFX (0.82). FIDFX was incepted earlier than VMVAX: FIDFX (8 years) vs VMVAX (13 years). FIDFX is a more actively managed with annual turnover of: 78.00 vs. VMVAX (22.00). FIDFX has a lower initial minimum investment than VMVAX: FIDFX (0) vs VMVAX (3000). FIDFX annual gain was more profitable for investors over the last year : 30.66 vs. VMVAX (25.60). FIDFX return over 5 years is better than : 55.49 vs. VMVAX (44.60).
| FIDFX | VMVAX | FIDFX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 14.042 | 14.339 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 31.2B | 6% |
| Annual Yield % from dividends | 0.82 | 2.14 | 38% |
| Returns for 1 year | 30.66 | 25.60 | 120% |
| Returns for 3 years | 12.90 | 11.64 | 111% |
| Returns for 5 years | 55.49 | 44.60 | 124% |
| Returns for 10 years | N/A | 93.41 | - |