FVRLX
Price
$5.61
Change
+$0.06 (+1.08%)
Updated
Dec 18 closing price
VVIAX
Price
$65.90
Change
-$1.71 (-2.53%)
Updated
Dec 18 closing price
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FVRLX vs VVIAX

Header iconFVRLX vs VVIAX Comparison
Open Charts FVRLX vs VVIAXBanner chart's image
Forester Value R
Price$5.61
Change+$0.06 (+1.08%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
FVRLX vs VVIAX Comparison Chart
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VS
FVRLX vs. VVIAX commentary
Dec 19, 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 FVRLX is a Sell and VVIAX is a Hold.

FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. FVRLX (2.96M). FVRLX (2.47) and VVIAX (2.36) have matching dividends . FVRLX was incepted earlier than VVIAX: FVRLX (14 years) vs VVIAX (24 years). FVRLX is a more actively managed with annual turnover of: 117.75 vs. VVIAX (10.00). FVRLX has a lower initial minimum investment than VVIAX: FVRLX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 16.45 vs. FVRLX (3.14). VVIAX return over 5 years is better than : 44.62 vs. FVRLX (-45.98).
FVRLXVVIAXFVRLX / VVIAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years24 years-
Gain YTD2.96816.05118%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets2.96M195B0%
Annual Yield % from dividends2.472.36105%
Returns for 1 year3.1416.4519%
Returns for 3 years-0.4320.49-2%
Returns for 5 years-45.9844.62-103%
Returns for 10 years-52.03104.84-50%
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