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FIMVX vs MVCAX
FIMVX vs MVCAX Comparison
Open Charts FIMVX vs MVCAX
Fidelity Mid Cap Value Index
Price$26.92
Change+$0.29 (+1.09%)
VolumeN/A
Net Assets963.17M
FIMVX vs MVCAX Comparison Chart
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FIMVX vs. MVCAX commentary
Apr 04, 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 FIMVX is a StrongBuy and MVCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. FIMVX (963M). FIMVX pays higher dividends than MVCAX: FIMVX (1.77) vs MVCAX (0.90). FIMVX was incepted earlier than MVCAX: FIMVX (6 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than FIMVX (0.06). FIMVX is a more actively managed with annual turnover of: 38.00 vs. MVCAX (27.00). FIMVX has a lower initial minimum investment than MVCAX: FIMVX (0) vs MVCAX (1000). FIMVX annual gain was more profitable for investors over the last year : 1.40 vs. MVCAX (-4.35). FIMVX return over 5 years is better than : 113.98 vs. MVCAX (96.65).
| FIMVX | MVCAX | FIMVX / MVCAX | |
| Total Expense Ratio | 0.06 | 0.99 | 6% |
| Annual Report Gross Expense Ratio | 0.06 | 1.00 | 6% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | -1.915 | -1.369 | 140% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 963M | 16.8B | 6% |
| Annual Yield % from dividends | 1.77 | 0.90 | 197% |
| Returns for 1 year | 1.40 | -4.35 | -32% |
| Returns for 3 years | 7.52 | 0.31 | 2,450% |
| Returns for 5 years | 113.98 | 96.65 | 118% |
| Returns for 10 years | N/A | 56.43 | - |
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