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FVDKX vs VIVAX
FVDKX vs VIVAX Comparison
Open Charts FVDKX vs VIVAX
Fidelity Value Discovery K
Price$35.17
Change+$0.56 (+1.62%)
VolumeN/A
Net Assets3.15B
Vanguard Value Index I
Price$63.21
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
FVDKX vs VIVAX Comparison Chart
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FVDKX vs. VIVAX commentary
Apr 12, 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 FVDKX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. FVDKX (3.15B). VIVAX pays higher dividends than FVDKX: VIVAX (2.14) vs FVDKX (1.91). FVDKX was incepted earlier than VIVAX: FVDKX (17 years) vs VIVAX (32 years). FVDKX (0.54) is less costly to investors than VIVAX (0.17). FVDKX is a more actively managed with annual turnover of: 33.00 vs. VIVAX (10.00). FVDKX has a lower initial minimum investment than VIVAX: FVDKX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 0.72 vs. FVDKX (-2.88). VIVAX return over 5 years is better than : 64.30 vs. FVDKX (53.38).
| FVDKX | VIVAX | FVDKX / VIVAX | |
| Total Expense Ratio | 0.54 | 0.17 | 318% |
| Annual Report Gross Expense Ratio | 0.54 | 0.17 | 318% |
| Fund Existence | 17 years | 32 years | - |
| Gain YTD | -4.260 | -5.712 | 75% |
| 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 | 1.91 | 2.14 | 89% |
| Returns for 1 year | -2.88 | 0.72 | -401% |
| Returns for 3 years | -4.90 | 8.14 | -60% |
| Returns for 5 years | 53.38 | 64.30 | 83% |
| Returns for 10 years | 47.98 | 88.68 | 54% |
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