Interact to see
Advertisement
Advertisement
FVSKX vs VMVAX
FVSKX vs VMVAX Comparison
Open Charts FVSKX vs VMVAX
Fidelity Value Strategies K
Price$51.58
Change-$0.68 (-1.30%)
VolumeN/A
Net Assets1.65B
Vanguard Mid-Cap Value Index Admiral
Price$83.72
Change-$0.98 (-1.16%)
VolumeN/A
Net Assets29.95B
FVSKX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FVSKX vs. VMVAX commentary
Jun 16, 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. FVSKX (1.65B). VMVAX pays higher dividends than FVSKX: VMVAX (2.31) vs FVSKX (0.36). FVSKX was incepted earlier than VMVAX: FVSKX (17 years) vs VMVAX (14 years). FVSKX (0.72) is less costly to investors than VMVAX (0.07). FVSKX is a more actively managed with annual turnover of: 61.00 vs. VMVAX (19.00). FVSKX has a lower initial minimum investment than VMVAX: FVSKX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 7.23 vs. FVSKX (-9.64). FVSKX (71.17) and VMVAX (69.23) have equivalent 5 years return.
| FVSKX | VMVAX | FVSKX / VMVAX | |
| Total Expense Ratio | 0.72 | 0.07 | 1,029% |
| Annual Report Gross Expense Ratio | 0.72 | 0.07 | 1,029% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -6.030 | -0.023 | 26,613% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 29.9B | 6% |
| Annual Yield % from dividends | 0.36 | 2.31 | 16% |
| Returns for 1 year | -9.64 | 7.23 | -133% |
| Returns for 3 years | 13.74 | 24.99 | 55% |
| Returns for 5 years | 71.17 | 69.23 | 103% |
| Returns for 10 years | 16.00 | 78.81 | 20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement