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FSOAX vs VMVAX
FSOAX vs VMVAX Comparison
Open Charts FSOAX vs VMVAX
Fidelity Advisor Value Strategies A
Price$39.00
Change+$0.69 (+1.80%)
VolumeN/A
Net Assets1.67B
Vanguard Mid-Cap Value Index Admiral
Price$82.33
Change+$0.60 (+0.73%)
VolumeN/A
Net Assets29.07B
FSOAX vs VMVAX Comparison Chart
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FSOAX vs. VMVAX 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. FSOAX (1.67B). VMVAX pays higher dividends than FSOAX: VMVAX (2.40) vs FSOAX (0.92). FSOAX was incepted earlier than VMVAX: FSOAX (29 years) vs VMVAX (14 years). FSOAX (1.09) is less costly to investors than VMVAX (0.07). FSOAX is a more actively managed with annual turnover of: 61.00 vs. VMVAX (19.00). 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 : 3.70 vs. FSOAX (-17.40). VMVAX return over 5 years is better than : 75.12 vs. FSOAX (64.87).
| FSOAX | VMVAX | FSOAX / VMVAX | |
| Total Expense Ratio | 1.09 | 0.07 | 1,557% |
| Annual Report Gross Expense Ratio | 1.09 | 0.07 | 1,557% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | -10.782 | -2.399 | 449% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 29.1B | 6% |
| Annual Yield % from dividends | 0.92 | 2.40 | 38% |
| Returns for 1 year | -17.40 | 3.70 | -470% |
| Returns for 3 years | -0.62 | 14.12 | -4% |
| Returns for 5 years | 64.87 | 75.12 | 86% |
| Returns for 10 years | -3.08 | 73.65 | -4% |
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