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FVLZX vs VMVAX
FVLZX vs VMVAX Comparison
Open Charts FVLZX vs VMVAX
Fidelity Advisor Value Z
Price$30.45
Change+$0.46 (+1.53%)
VolumeN/A
Net Assets333.12M
Vanguard Mid-Cap Value Index Admiral
Price$77.68
Change+$1.23 (+1.61%)
VolumeN/A
Net Assets29.86B
FVLZX vs VMVAX Comparison Chart
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FVLZX vs. VMVAX 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 FVLZX is a Hold and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. FVLZX (333M). VMVAX pays higher dividends than FVLZX: VMVAX (2.33) vs FVLZX (1.00). FVLZX was incepted earlier than VMVAX: FVLZX (8 years) vs VMVAX (14 years). FVLZX (0.80) is less costly to investors than VMVAX (0.07). FVLZX is a more actively managed with annual turnover of: 80.00 vs. VMVAX (22.00). FVLZX has a lower initial minimum investment than VMVAX: FVLZX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : -2.12 vs. FVLZX (-20.12). FVLZX return over 5 years is better than : 88.19 vs. VMVAX (64.68).
| FVLZX | VMVAX | FVLZX / VMVAX | |
| Total Expense Ratio | 0.75 | 0.07 | 1,071% |
| Annual Report Gross Expense Ratio | 0.80 | 0.07 | 1,143% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -14.510 | -8.704 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 333M | 29.9B | 1% |
| Annual Yield % from dividends | 1.00 | 2.33 | 43% |
| Returns for 1 year | -20.12 | -2.12 | 950% |
| Returns for 3 years | -5.91 | 0.19 | -3,181% |
| Returns for 5 years | 88.19 | 64.68 | 136% |
| Returns for 10 years | N/A | 62.29 | - |
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