Ad is loading...
FLPSX vs TRVRX
FLPSX vs TRVRX Comparison
Open Charts FLPSX vs TRVRX
Fidelity Low-Priced Stock
Price$38.79
Change-$1.94 (-4.76%)
VolumeN/A
Net Assets23.19B
Nuveen Mid Cap Value Retire
Price$16.16
Change-$0.99 (-5.77%)
VolumeN/A
Net Assets1.74B
FLPSX vs TRVRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FLPSX vs. TRVRX 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 FLPSX is a Buy and TRVRX is a Buy.
FUNDAMENTALS
Fundamentals
FLPSX has more cash in the bank: 23.2B vs. TRVRX (1.74B). FLPSX pays higher dividends than TRVRX: FLPSX (1.87) vs TRVRX (1.46). FLPSX was incepted earlier than TRVRX: FLPSX (35 years) vs TRVRX (23 years). FLPSX (0.89) is less costly to investors than TRVRX (0.71). TRVRX is a more actively managed with annual turnover of: 78.00 vs. FLPSX (23.00). FLPSX (0) and TRVRX (0) have matching initial minimum investment requirements. TRVRX annual gain was more profitable for investors over the last year : -0.75 vs. FLPSX (-12.30). TRVRX return over 5 years is better than : 67.22 vs. FLPSX (30.71).
| FLPSX | TRVRX | FLPSX / TRVRX | |
| Total Expense Ratio | 0.89 | 0.71 | 125% |
| Annual Report Gross Expense Ratio | 0.89 | 0.71 | 125% |
| Fund Existence | 35 years | 23 years | - |
| Gain YTD | -0.049 | -1.944 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 1.74B | 1,332% |
| Annual Yield % from dividends | 1.87 | 1.46 | 128% |
| Returns for 1 year | -12.30 | -0.75 | 1,630% |
| Returns for 3 years | -19.08 | -4.39 | 435% |
| Returns for 5 years | 30.71 | 67.22 | 46% |
| Returns for 10 years | -14.62 | -25.74 | 57% |
View a ticker or compare two or three
VS
VS
Ad is loading...