Ad is loading...
FIMVX vs MVCAX
FIMVX vs MVCAX Comparison
Open Charts FIMVX vs MVCAX
Fidelity Mid Cap Value Index
Price$25.33
Change+$0.24 (+0.96%)
VolumeN/A
Net Assets963.17M
FIMVX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIMVX vs. MVCAX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.6B 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 : -1.78 vs. MVCAX (-9.60). FIMVX return over 5 years is better than : 74.76 vs. MVCAX (57.60).
| 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 | -7.587 | -9.094 | 83% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 963M | 15.6B | 6% |
| Annual Yield % from dividends | 1.77 | 0.90 | 197% |
| Returns for 1 year | -1.78 | -9.60 | 19% |
| Returns for 3 years | 4.33 | -4.99 | -87% |
| Returns for 5 years | 74.76 | 57.60 | 130% |
| Returns for 10 years | N/A | 42.94 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...