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FVSKX vs MVCAX
FVSKX vs MVCAX Comparison
Open Charts FVSKX vs MVCAX
Fidelity Value Strategies K
Price$50.06
Change+$0.14 (+0.28%)
VolumeN/A
Net Assets1.67B
FVSKX vs MVCAX Comparison Chart
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FVSKX vs. MVCAX commentary
May 11, 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 FVSKX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.5B vs. FVSKX (1.67B). MVCAX pays higher dividends than FVSKX: MVCAX (0.93) vs FVSKX (0.37). FVSKX was incepted earlier than MVCAX: FVSKX (17 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than FVSKX (0.72). FVSKX is a more actively managed with annual turnover of: 61.00 vs. MVCAX (27.00). FVSKX has a lower initial minimum investment than MVCAX: FVSKX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : -8.00 vs. FVSKX (-14.57). FVSKX return over 5 years is better than : 77.13 vs. MVCAX (58.65).
| FVSKX | MVCAX | FVSKX / MVCAX | |
| Total Expense Ratio | 0.72 | 0.99 | 73% |
| Annual Report Gross Expense Ratio | 0.72 | 1.00 | 72% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -9.054 | -4.009 | 226% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 16.5B | 10% |
| Annual Yield % from dividends | 0.37 | 0.93 | 40% |
| Returns for 1 year | -14.57 | -8.00 | 182% |
| Returns for 3 years | 6.07 | 6.24 | 97% |
| Returns for 5 years | 77.13 | 58.65 | 132% |
| Returns for 10 years | 13.60 | 51.66 | 26% |
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