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FVWSX vs VIGAX
FVWSX vs VIGAX Comparison
Open Charts FVWSX vs VIGAX
Fidelity Series Opportunistic Insights
Price$25.59
Change+$0.36 (+1.43%)
VolumeN/A
Net Assets11.56B
Vanguard Growth Index Admiral
Price$218.56
Change+$3.22 (+1.50%)
VolumeN/A
Net Assets284.41B
FVWSX vs VIGAX Comparison Chart
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FVWSX vs. VIGAX commentary
Jan 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 FVWSX is a Buy and VIGAX is a Hold.
FUNDAMENTALS
Fundamentals
VIGAX has more cash in the bank: 284B vs. FVWSX (11.6B). FVWSX pays higher dividends than VIGAX: FVWSX (0.86) vs VIGAX (0.53). FVWSX was incepted earlier than VIGAX: FVWSX (12 years) vs VIGAX (24 years). FVWSX is a more actively managed with annual turnover of: 29.00 vs. VIGAX (5.00). FVWSX has a lower initial minimum investment than VIGAX: FVWSX (0) vs VIGAX (3000). VIGAX (32.13) and FVWSX (30.83) have marching annual gain over last year. VIGAX return over 5 years is better than : 122.57 vs. FVWSX (42.01).
| FVWSX | VIGAX | FVWSX / VIGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 5.788 | 3.475 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 284B | 4% |
| Annual Yield % from dividends | 0.86 | 0.53 | 164% |
| Returns for 1 year | 30.83 | 32.13 | 96% |
| Returns for 3 years | 42.51 | 51.86 | 82% |
| Returns for 5 years | 42.01 | 122.57 | 34% |
| Returns for 10 years | 78.72 | 307.31 | 26% |