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FZAGX vs VIVAX
FZAGX vs VIVAX Comparison
Open Charts FZAGX vs VIVAX
Fidelity Advisor Equity Income Z
Price$36.08
Change-$0.22 (-0.61%)
VolumeN/A
Net Assets1.87B
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
FZAGX vs VIVAX Comparison Chart
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FZAGX vs. VIVAX commentary
Feb 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 FZAGX is a Hold and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. FZAGX (1.87B). FZAGX (2.30) and VIVAX (2.25) have matching dividends . FZAGX was incepted earlier than VIVAX: FZAGX (12 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 : 13.43 vs. FZAGX (6.89). VIVAX return over 5 years is better than : 47.22 vs. FZAGX (28.66).
| FZAGX | VIVAX | FZAGX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | 3.204 | 4.148 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 193B | 1% |
| Annual Yield % from dividends | 2.30 | 2.25 | 103% |
| Returns for 1 year | 6.89 | 13.43 | 51% |
| Returns for 3 years | 15.03 | 23.92 | 63% |
| Returns for 5 years | 28.66 | 47.22 | 61% |
| Returns for 10 years | 15.28 | 105.56 | 14% |
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