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FLPSX vs TRVRX
FLPSX vs TRVRX Comparison
Open Charts FLPSX vs TRVRX
Fidelity Low-Priced Stock
Price$41.00
Change+$0.13 (+0.32%)
VolumeN/A
Net Assets21.63B
Nuveen Mid Cap Value Retire
Price$16.83
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets1.65B
FLPSX vs TRVRX Comparison Chart
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FLPSX vs. TRVRX commentary
May 12, 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: 21.6B vs. TRVRX (1.65B). FLPSX pays higher dividends than TRVRX: FLPSX (1.89) vs TRVRX (1.49). 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 : -3.49 vs. FLPSX (-12.42). TRVRX return over 5 years is better than : 36.42 vs. FLPSX (9.37).
| 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 | 0.613 | -3.774 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.6B | 1.65B | 1,308% |
| Annual Yield % from dividends | 1.89 | 1.49 | 127% |
| Returns for 1 year | -12.42 | -3.49 | 356% |
| Returns for 3 years | -11.64 | 2.28 | -511% |
| Returns for 5 years | 9.37 | 36.42 | 26% |
| Returns for 10 years | -15.36 | -26.60 | 58% |