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FULVX vs VFIAX
FULVX vs VFIAX Comparison
Open Charts FULVX vs VFIAX
Fidelity U.S. Low Volatility Equity
Price$12.44
Change-$0.01 (-0.08%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$536.46
Change+$1.15 (+0.21%)
VolumeN/A
CapitalizationN/A
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FULVX vs VFIAX Comparison Chart
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FULVX vs. VFIAX commentary
Oct 25, 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 FULVX is a StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. FULVX (43.1M). VFIAX pays higher dividends than FULVX: VFIAX (1.32) vs FULVX (1.00). FULVX was incepted earlier than VFIAX: FULVX (5 years) vs VFIAX (24 years). FULVX is a more actively managed with annual turnover of: 69.00 vs. VFIAX (2.00). FULVX has a lower initial minimum investment than VFIAX: FULVX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 38.86 vs. FULVX (25.35).
| FULVX | VFIAX | FULVX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 16.479 | 21.974 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.1M | 1.28T | 0% |
| Annual Yield % from dividends | 1.00 | 1.32 | 76% |
| Returns for 1 year | 25.35 | 38.86 | 65% |
| Returns for 3 years | 6.07 | 27.28 | 22% |
| Returns for 5 years | N/A | 92.33 | - |
| Returns for 10 years | N/A | 198.12 | - |
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