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FVDFX vs VIVAX
FVDFX vs VIVAX Comparison
Open Charts FVDFX vs VIVAX
Fidelity Value Discovery
Price$33.49
Change-$0.26 (-0.77%)
VolumeN/A
Net Assets3.15B
Vanguard Value Index I
Price$60.01
Change-$0.78 (-1.28%)
VolumeN/A
Net Assets190.51B
FVDFX vs VIVAX Comparison Chart
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FVDFX vs. VIVAX commentary
Apr 09, 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 FVDFX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. FVDFX (3.15B). VIVAX pays higher dividends than FVDFX: VIVAX (2.14) vs FVDFX (1.79). FVDFX was incepted earlier than VIVAX: FVDFX (22 years) vs VIVAX (32 years). FVDFX (0.62) is less costly to investors than VIVAX (0.17). FVDFX is a more actively managed with annual turnover of: 33.00 vs. VIVAX (10.00). FVDFX has a lower initial minimum investment than VIVAX: FVDFX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : -2.90 vs. FVDFX (-6.62). VIVAX return over 5 years is better than : 60.39 vs. FVDFX (48.89).
| FVDFX | VIVAX | FVDFX / VIVAX | |
| Total Expense Ratio | 0.62 | 0.17 | 365% |
| Annual Report Gross Expense Ratio | 0.62 | 0.17 | 365% |
| Fund Existence | 22 years | 32 years | - |
| Gain YTD | -6.639 | -7.953 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.15B | 191B | 2% |
| Annual Yield % from dividends | 1.79 | 2.14 | 83% |
| Returns for 1 year | -6.62 | -2.90 | 228% |
| Returns for 3 years | -8.63 | 4.41 | -196% |
| Returns for 5 years | 48.89 | 60.39 | 81% |
| Returns for 10 years | 43.25 | 83.87 | 52% |
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