FVDFX
Price
$35.96
Change
+$0.19 (+0.53%)
Updated
Feb 23, 6:59 PM EST
VVIAX
Price
$60.88
Change
+$0.20 (+0.33%)
Updated
Feb 23, 6:59 PM EST
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Analysis and predictions FVDFX vs VVIAX

Header iconFVDFX vs VVIAX Comparison
Open Charts FVDFX vs VVIAXBanner chart's image
Fidelity Value Discovery
Price$35.96
Change+$0.19 (+0.53%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$60.88
Change+$0.20 (+0.33%)
VolumeN/A
CapitalizationN/A
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FVDFX vs VVIAX Comparison Chart

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VS
FVDFX vs. VVIAX commentary
Feb 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 FVDFX is a Buy and VVIAX is a Buy.

FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 157B vs. FVDFX (2.82B). VVIAX pays higher dividends than FVDFX: VVIAX (2.42) vs FVDFX (1.59). FVDFX was incepted earlier than VVIAX: FVDFX (21 years) vs VVIAX (23 years). FVDFX (0.84) is less costly to investors than VVIAX (0.05). FVDFX is a more actively managed with annual turnover of: 24.00 vs. VVIAX (5.00). FVDFX has a lower initial minimum investment than VVIAX: FVDFX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 10.73 vs. FVDFX (4.44). VVIAX return over 5 years is better than : 44.40 vs. FVDFX (37.28).
FVDFXVVIAXFVDFX / VVIAX
Total Expense Ratio0.840.051,680%
Annual Report Gross Expense Ratio0.840.051,680%
Fund Existence21 years23 years-
Gain YTD2.4504.44355%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRA500N/A-
Net Assets2.82B157B2%
Annual Yield % from dividends1.592.4266%
Returns for 1 year4.4410.7341%
Returns for 3 years10.1923.8943%
Returns for 5 years37.2844.4084%
Returns for 10 years74.91110.9668%
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