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FSOAX vs VEVYX
FSOAX vs VEVYX Comparison
Open Charts FSOAX vs VEVYX
Fidelity Advisor Value Strategies A
Price$39.00
Change+$0.69 (+1.80%)
VolumeN/A
Net Assets1.67B
Victory Sycamore Established Value Y
Price$44.25
Change+$0.27 (+0.61%)
VolumeN/A
Net Assets17.02B
FSOAX vs VEVYX Comparison Chart
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FSOAX vs. VEVYX commentary
May 09, 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 Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17B vs. FSOAX (1.67B). VEVYX pays higher dividends than FSOAX: VEVYX (1.15) vs FSOAX (0.92). 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 : -9.20 vs. FSOAX (-17.40). FSOAX return over 5 years is better than : 64.87 vs. VEVYX (46.07).
| 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 | -10.782 | -4.089 | 264% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 17B | 10% |
| Annual Yield % from dividends | 0.92 | 1.15 | 80% |
| Returns for 1 year | -17.40 | -9.20 | 189% |
| Returns for 3 years | -0.62 | -2.22 | 28% |
| Returns for 5 years | 64.87 | 46.07 | 141% |
| Returns for 10 years | -3.08 | 40.43 | -8% |
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