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FLPSX vs TRVRX
FLPSX vs TRVRX Comparison
Open Charts FLPSX vs TRVRX
Fidelity Low-Priced Stock
Price$42.04
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets22.48B
Nuveen Mid Cap Value Retire
Price$17.19
Change-$0.06 (-0.35%)
VolumeN/A
Net Assets1.67B
FLPSX vs TRVRX Comparison Chart
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FLPSX vs. TRVRX commentary
Jun 06, 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: 22.5B vs. TRVRX (1.67B). FLPSX pays higher dividends than TRVRX: FLPSX (1.80) vs TRVRX (1.44). 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: 48.00 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 : -0.74 vs. FLPSX (-9.71). TRVRX return over 5 years is better than : 24.88 vs. FLPSX (0.67).
| 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 | 3.190 | -1.372 | -232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 1.67B | 1,349% |
| Annual Yield % from dividends | 1.80 | 1.44 | 125% |
| Returns for 1 year | -9.71 | -0.74 | 1,307% |
| Returns for 3 years | -15.11 | -0.50 | 3,020% |
| Returns for 5 years | 0.67 | 24.88 | 3% |
| Returns for 10 years | -12.89 | -24.62 | 52% |
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