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FSOAX vs VEVYX
FSOAX vs VEVYX Comparison
Open Charts FSOAX vs VEVYX
Fidelity Advisor Value Strategies A
Price$40.34
Change+$0.33 (+0.82%)
VolumeN/A
Net Assets2B
Victory Sycamore Established Value Y
Price$45.84
Change+$0.39 (+0.86%)
VolumeN/A
Net Assets17.89B
FSOAX vs VEVYX Comparison Chart
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FSOAX vs. VEVYX commentary
Mar 11, 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 FSOAX is a Hold and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.9B vs. FSOAX (2B). VEVYX pays higher dividends than FSOAX: VEVYX (1.15) vs FSOAX (0.84). FSOAX was incepted earlier than VEVYX: FSOAX (29 years) vs VEVYX (12 years). FSOAX (1.09) is less costly to investors than VEVYX (0.66). FSOAX is a more actively managed with annual turnover of: 61.00 vs. VEVYX (34.00). FSOAX has a lower initial minimum investment than VEVYX: FSOAX (0) vs VEVYX (1000000). VEVYX annual gain was more profitable for investors over the last year : -5.79 vs. FSOAX (-11.93). FSOAX return over 5 years is better than : 54.70 vs. VEVYX (39.28).
| FSOAX | VEVYX | FSOAX / VEVYX | |
| Total Expense Ratio | 1.09 | 0.66 | 165% |
| Annual Report Gross Expense Ratio | 1.09 | 0.66 | 165% |
| Fund Existence | 29 years | 12 years | - |
| Gain YTD | -6.055 | -0.239 | 2,529% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 17.9B | 11% |
| Annual Yield % from dividends | 0.84 | 1.15 | 73% |
| Returns for 1 year | -11.93 | -5.79 | 206% |
| Returns for 3 years | 4.48 | 3.05 | 147% |
| Returns for 5 years | 54.70 | 39.28 | 139% |
| Returns for 10 years | 6.22 | 50.31 | 12% |
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