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FSOAX vs VMVIX
FSOAX vs VMVIX Comparison
Open Charts FSOAX vs VMVIX
Fidelity Advisor Value Strategies A
Price$52.29
Change+$0.59 (+1.14%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$68.58
Change+$0.45 (+0.66%)
VolumeN/A
CapitalizationN/A
FSOAX vs VMVIX Comparison Chart
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FSOAX vs. VMVIX commentary
Nov 23, 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 StrongBuy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. FSOAX (2.15B). VMVIX pays higher dividends than FSOAX: VMVIX (2.03) vs FSOAX (0.54). FSOAX was incepted earlier than VMVIX: FSOAX (28 years) vs VMVIX (18 years). FSOAX is a more actively managed with annual turnover of: 59.00 vs. VMVIX (22.00). FSOAX has a lower initial minimum investment than VMVIX: FSOAX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 28.25 vs. FSOAX (24.56). FSOAX return over 5 years is better than : 61.96 vs. VMVIX (50.90).
| FSOAX | VMVIX | FSOAX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 18 years | - |
| Gain YTD | 16.023 | 19.597 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 30.9B | 7% |
| Annual Yield % from dividends | 0.54 | 2.03 | 27% |
| Returns for 1 year | 24.56 | 28.25 | 87% |
| Returns for 3 years | 17.65 | 16.93 | 104% |
| Returns for 5 years | 61.96 | 50.90 | 122% |
| Returns for 10 years | 36.09 | 98.08 | 37% |
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