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FVDFX vs VIVAX
FVDFX vs VIVAX Comparison
Open Charts FVDFX vs VIVAX
Fidelity Value Discovery
Price$38.47
Change+$0.46 (+1.21%)
VolumeN/A
Net Assets3.09B
Vanguard Value Index I
Price$69.73
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets188.77B
FVDFX vs VIVAX Comparison Chart in %
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FVDFX vs. VIVAX commentary
Jul 03, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. FVDFX (3.09B). VIVAX pays higher dividends than FVDFX: VIVAX (2.06) vs FVDFX (1.74). FVDFX was incepted earlier than VIVAX: FVDFX (23 years) vs VIVAX (33 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 (9.00). 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 : 11.48 vs. FVDFX (7.42). VIVAX return over 5 years is better than : 78.98 vs. FVDFX (55.79).
| FVDFX | VIVAX | FVDFX / VIVAX | |
| Total Expense Ratio | 0.62 | 0.17 | 365% |
| Annual Report Gross Expense Ratio | 0.62 | 0.17 | 365% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 5.145 | 5.527 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.09B | 189B | 2% |
| Annual Yield % from dividends | 1.74 | 2.06 | 84% |
| Returns for 1 year | 7.42 | 11.48 | 65% |
| Returns for 3 years | 13.64 | 34.29 | 40% |
| Returns for 5 years | 55.79 | 78.98 | 71% |
| Returns for 10 years | 64.11 | 113.37 | 57% |
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