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FVLZX vs VMVAX
FVLZX vs VMVAX Comparison
Open Charts FVLZX vs VMVAX
Fidelity Advisor Value Z
Price$33.23
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets317.75M
Vanguard Mid-Cap Value Index Admiral
Price$82.74
Change-$0.35 (-0.42%)
VolumeN/A
Net Assets29.07B
FVLZX vs VMVAX Comparison Chart
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FVLZX vs. VMVAX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. FVLZX (318M). VMVAX pays higher dividends than FVLZX: VMVAX (2.40) vs FVLZX (1.04). 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 (19.00). 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 : 4.10 vs. FVLZX (-12.73). FVLZX return over 5 years is better than : 98.93 vs. VMVAX (77.99).
| 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 | -5.217 | -0.775 | 673% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 29.1B | 1% |
| Annual Yield % from dividends | 1.04 | 2.40 | 43% |
| Returns for 1 year | -12.73 | 4.10 | -311% |
| Returns for 3 years | 9.70 | 15.69 | 62% |
| Returns for 5 years | 98.93 | 77.99 | 127% |
| Returns for 10 years | N/A | 74.68 | - |
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