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FSOAX vs VMVIX
FSOAX vs VMVIX Comparison
Open Charts FSOAX vs VMVIX
Fidelity Advisor Value Strategies A
Price$41.75
Change+$0.08 (+0.19%)
VolumeN/A
Net Assets1.65B
Vanguard Mid-Cap Value Index Investor
Price$64.76
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets29.95B
FSOAX vs VMVIX Comparison Chart in %
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FSOAX vs. VMVIX commentary
Jul 01, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. FSOAX (1.65B). VMVIX pays higher dividends than FSOAX: VMVIX (2.19) vs FSOAX (0.89). FSOAX was incepted earlier than VMVIX: FSOAX (29 years) vs VMVIX (19 years). FSOAX (1.09) is less costly to investors than VMVIX (0.19). FSOAX is a more actively managed with annual turnover of: 61.00 vs. VMVIX (19.00). 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 : 9.42 vs. FSOAX (-7.99). VMVIX return over 5 years is better than : 74.51 vs. FSOAX (69.97).
| FSOAX | VMVIX | FSOAX / VMVIX | |
| Total Expense Ratio | 1.09 | 0.19 | 574% |
| Annual Report Gross Expense Ratio | 1.09 | 0.19 | 574% |
| Fund Existence | 29 years | 19 years | - |
| Gain YTD | -2.958 | 1.692 | -175% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 29.9B | 6% |
| Annual Yield % from dividends | 0.89 | 2.19 | 40% |
| Returns for 1 year | -7.99 | 9.42 | -85% |
| Returns for 3 years | 13.76 | 26.14 | 53% |
| Returns for 5 years | 69.97 | 74.51 | 94% |
| Returns for 10 years | 6.14 | 83.70 | 7% |