Interact to see
Advertisement
Advertisement
FSOAX vs VMVAX
FSOAX vs VMVAX Comparison
Open Charts FSOAX vs VMVAX
Fidelity Advisor Value Strategies A
Price$43.08
Change-$0.43 (-0.99%)
VolumeN/A
Net Assets1.7B
Vanguard Mid-Cap Value Index Admiral
Price$86.60
Change-$0.55 (-0.63%)
VolumeN/A
Net Assets30.57B
FSOAX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSOAX vs. VMVAX commentary
Jul 14, 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.6B vs. FSOAX (1.7B). VMVAX pays higher dividends than FSOAX: VMVAX (2.26) vs FSOAX (0.84). 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 : 9.09 vs. FSOAX (-7.13). FSOAX (77.39) and VMVAX (76.94) have equivalent 5 years return.
| 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 | 0.326 | 3.430 | 10% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 30.6B | 6% |
| Annual Yield % from dividends | 0.84 | 2.26 | 37% |
| Returns for 1 year | -7.13 | 9.09 | -79% |
| Returns for 3 years | 18.81 | 29.14 | 65% |
| Returns for 5 years | 77.39 | 76.94 | 101% |
| Returns for 10 years | 8.69 | 85.56 | 10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement