Ad is loading...
FZAGX vs VIVAX
FZAGX vs VIVAX Comparison
Open Charts FZAGX vs VIVAX
Fidelity Advisor Equity Income Z
Price$36.62
Change-$0.81 (-2.16%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
FZAGX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FZAGX vs. VIVAX commentary
Dec 19, 2024
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 Sell and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. FZAGX (2.09B). 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 : 16.42 vs. FZAGX (12.47). VIVAX return over 5 years is better than : 44.64 vs. FZAGX (25.21).
| 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 | 14.002 | 16.008 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 195B | 1% |
| Annual Yield % from dividends | 2.30 | 2.25 | 103% |
| Returns for 1 year | 12.47 | 16.42 | 76% |
| Returns for 3 years | 12.23 | 20.48 | 60% |
| Returns for 5 years | 25.21 | 44.64 | 56% |
| Returns for 10 years | 19.62 | 104.82 | 19% |
View a ticker or compare two or three
VS
VS
Ad is loading...