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Analysis and predictions FLPSX vs SMVTX
FLPSX vs SMVTX Comparison
Open Charts FLPSX vs SMVTX
Fidelity Low-Priced Stock
Price$46.81
Change+$0.36 (+0.78%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity I
Price$12.46
Change+$0.11 (+0.89%)
VolumeN/A
CapitalizationN/A
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FLPSX vs SMVTX Comparison Chart
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FLPSX vs. SMVTX commentary
May 05, 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 FLPSX is a Hold and SMVTX is a Sell.
FUNDAMENTALS
Fundamentals
FLPSX has more cash in the bank: 27.2B vs. SMVTX (2.07B). FLPSX pays higher dividends than SMVTX: FLPSX (1.62) vs SMVTX (1.06). FLPSX was incepted earlier than SMVTX: FLPSX (34 years) vs SMVTX (22 years). SMVTX is a more actively managed with annual turnover of: 140.00 vs. FLPSX (39.00). FLPSX has a lower initial minimum investment than SMVTX: FLPSX (0) vs SMVTX (100000). SMVTX annual gain was more profitable for investors over the last year : 21.09 vs. FLPSX (3.61). SMVTX return over 5 years is better than : 6.75 vs. FLPSX (1.71).
| FLPSX | SMVTX | FLPSX / SMVTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 22 years | - |
| Gain YTD | 6.217 | 5.593 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.2B | 2.07B | 1,311% |
| Annual Yield % from dividends | 1.62 | 1.06 | 153% |
| Returns for 1 year | 3.61 | 21.09 | 17% |
| Returns for 3 years | -15.12 | -11.73 | 129% |
| Returns for 5 years | 1.71 | 6.75 | 25% |
| Returns for 10 years | 0.32 | -3.07 | -10% |