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FZAGX vs VIVAX
FZAGX vs VIVAX Comparison
Open Charts FZAGX vs VIVAX
Fidelity Advisor Equity Income Z
Price$35.67
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets1.95B
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
FZAGX vs VIVAX Comparison Chart
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FZAGX vs. VIVAX commentary
Jan 19, 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 FZAGX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. FZAGX (1.95B). FZAGX (2.30) and VIVAX (2.25) have matching dividends . FZAGX was incepted earlier than VIVAX: FZAGX (11 years) vs VIVAX (32 years). FZAGX is a more actively managed with annual turnover of: 47.00 vs. VIVAX (10.00). FZAGX has a lower initial minimum investment than VIVAX: FZAGX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 18.19 vs. FZAGX (10.50). VIVAX return over 5 years is better than : 44.18 vs. FZAGX (25.08).
| FZAGX | VIVAX | FZAGX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 32 years | - |
| Gain YTD | 2.031 | 3.194 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 184B | 1% |
| Annual Yield % from dividends | 2.30 | 2.25 | 103% |
| Returns for 1 year | 10.50 | 18.19 | 58% |
| Returns for 3 years | 11.24 | 18.46 | 61% |
| Returns for 5 years | 25.08 | 44.18 | 57% |
| Returns for 10 years | 18.84 | 111.10 | 17% |
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