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FIDFX vs VMVIX
FIDFX vs VMVIX Comparison
Open Charts FIDFX vs VMVIX
Fidelity Advisor Mid Cap Value Z
Price$25.13
Change+$0.30 (+1.21%)
VolumeN/A
Net Assets1.75B
Vanguard Mid-Cap Value Index Investor
Price$59.04
Change+$0.93 (+1.60%)
VolumeN/A
Net Assets29.86B
FIDFX vs VMVIX Comparison Chart
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FIDFX vs. VMVIX commentary
Apr 12, 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 FIDFX is a Buy and VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. FIDFX (1.75B). VMVIX pays higher dividends than FIDFX: VMVIX (2.20) vs FIDFX (0.99). FIDFX was incepted earlier than VMVIX: FIDFX (8 years) vs VMVIX (19 years). FIDFX (0.76) is less costly to investors than VMVIX (0.19). FIDFX is a more actively managed with annual turnover of: 78.00 vs. VMVIX (22.00). FIDFX has a lower initial minimum investment than VMVIX: FIDFX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : -2.14 vs. FIDFX (-18.24). VMVIX return over 5 years is better than : 64.61 vs. FIDFX (55.41).
| FIDFX | VMVIX | FIDFX / VMVIX | |
| Total Expense Ratio | 0.76 | 0.19 | 400% |
| Annual Report Gross Expense Ratio | 0.76 | 0.19 | 400% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | -16.594 | -8.708 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 29.9B | 6% |
| Annual Yield % from dividends | 0.99 | 2.20 | 45% |
| Returns for 1 year | -18.24 | -2.14 | 853% |
| Returns for 3 years | -6.51 | 0.16 | -4,040% |
| Returns for 5 years | 55.41 | 64.61 | 86% |
| Returns for 10 years | N/A | 62.20 | - |