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FSOAX vs VMVIX
FSOAX vs VMVIX Comparison
Open Charts FSOAX vs VMVIX
Fidelity Advisor Value Strategies A
Price$48.45
Change+$0.11 (+0.23%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$63.95
Change-$0.32 (-0.50%)
VolumeN/A
CapitalizationN/A
FSOAX vs VMVIX Comparison Chart
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FSOAX vs. VMVIX commentary
Dec 24, 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 VMVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. FSOAX (2.35B). 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 : 13.61 vs. FSOAX (6.78). FSOAX return over 5 years is better than : 46.48 vs. VMVIX (38.75).
| 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 | 8.730 | 12.917 | 68% |
| 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 | 2.03 | 27% |
| Returns for 1 year | 6.78 | 13.61 | 50% |
| Returns for 3 years | 9.45 | 11.68 | 81% |
| Returns for 5 years | 46.48 | 38.75 | 120% |
| Returns for 10 years | 28.03 | 83.71 | 33% |
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