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FZAGX vs VIVAX
FZAGX vs VIVAX Comparison
Open Charts FZAGX vs VIVAX
Fidelity Advisor Equity Income Z
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets1.79B
Vanguard Value Index I
Price$65.66
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
FZAGX vs VIVAX Comparison Chart
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FZAGX vs. VIVAX commentary
May 09, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. FZAGX (1.79B). FZAGX pays higher dividends than VIVAX: FZAGX (2.48) vs VIVAX (2.22). FZAGX was incepted earlier than VIVAX: FZAGX (12 years) vs VIVAX (33 years). FZAGX (0.47) is less costly to investors than VIVAX (0.17). FZAGX is a more actively managed with annual turnover of: 50.00 vs. VIVAX (9.00). 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 : 5.12 vs. FZAGX (1.18). VIVAX return over 5 years is better than : 72.17 vs. FZAGX (54.93).
| FZAGX | VIVAX | FZAGX / VIVAX | |
| Total Expense Ratio | 0.47 | 0.17 | 276% |
| Annual Report Gross Expense Ratio | 0.47 | 0.17 | 276% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 0.071 | -0.958 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 184B | 1% |
| Annual Yield % from dividends | 2.48 | 2.22 | 112% |
| Returns for 1 year | 1.18 | 5.12 | 23% |
| Returns for 3 years | 14.25 | 20.66 | 69% |
| Returns for 5 years | 54.93 | 72.17 | 76% |
| Returns for 10 years | 11.20 | 96.24 | 12% |
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