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FVDFX vs VIVAX
FVDFX vs VIVAX Comparison
Open Charts FVDFX vs VIVAX
Fidelity Value Discovery
Price$38.26
Change-$0.40 (-1.03%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.31
Change-$0.84 (-1.27%)
VolumeN/A
CapitalizationN/A
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FVDFX vs VIVAX Comparison Chart
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FVDFX vs. VIVAX commentary
Sep 07, 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 FVDFX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. FVDFX (3.26B). VIVAX pays higher dividends than FVDFX: VIVAX (2.25) vs FVDFX (1.49). FVDFX was incepted earlier than VIVAX: FVDFX (22 years) vs VIVAX (32 years). FVDFX is a more actively managed with annual turnover of: 24.00 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 : 19.29 vs. FVDFX (11.64). VIVAX return over 5 years is better than : 53.52 vs. FVDFX (45.13).
| FVDFX | VIVAX | FVDFX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 32 years | - |
| Gain YTD | 10.142 | 13.482 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.26B | 183B | 2% |
| Annual Yield % from dividends | 1.49 | 2.25 | 66% |
| Returns for 1 year | 11.64 | 19.29 | 60% |
| Returns for 3 years | 4.80 | 19.67 | 24% |
| Returns for 5 years | 45.13 | 53.52 | 84% |
| Returns for 10 years | 70.17 | 107.49 | 65% |