Ad is loading...
FSOAX vs VMVAX
FSOAX vs VMVAX Comparison
Open Charts FSOAX vs VMVAX
Fidelity Advisor Value Strategies A
Price$48.34
Change+$0.54 (+1.13%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$84.58
Change+$1.21 (+1.45%)
VolumeN/A
CapitalizationN/A
FSOAX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSOAX vs. VMVAX commentary
Dec 21, 2024
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 VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. FSOAX (2.35B). VMVAX pays higher dividends than FSOAX: VMVAX (2.14) vs FSOAX (0.54). FSOAX was incepted earlier than VMVAX: FSOAX (28 years) vs VMVAX (13 years). FSOAX is a more actively managed with annual turnover of: 59.00 vs. VMVAX (22.00). FSOAX has a lower initial minimum investment than VMVAX: FSOAX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 13.95 vs. FSOAX (7.01). FSOAX return over 5 years is better than : 46.27 vs. VMVAX (37.82).
| FSOAX | VMVAX | FSOAX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | 8.483 | 12.871 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 32.8B | 7% |
| Annual Yield % from dividends | 0.54 | 2.14 | 25% |
| Returns for 1 year | 7.01 | 13.95 | 50% |
| Returns for 3 years | 11.00 | 12.21 | 90% |
| Returns for 5 years | 46.27 | 37.82 | 122% |
| Returns for 10 years | 28.23 | 84.51 | 33% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers