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FZAGX vs VIVAX
FZAGX vs VIVAX Comparison
Open Charts FZAGX vs VIVAX
Fidelity Advisor Equity Income Z
Price$34.39
Change+$0.35 (+1.03%)
VolumeN/A
Net Assets1.83B
Vanguard Value Index I
Price$67.51
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
FZAGX vs VIVAX Comparison Chart
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FZAGX vs. VIVAX commentary
Jun 07, 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: 189B vs. FZAGX (1.84B). FZAGX pays higher dividends than VIVAX: FZAGX (2.42) vs VIVAX (2.16). 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 : 6.81 vs. FZAGX (-0.11). VIVAX return over 5 years is better than : 58.70 vs. FZAGX (34.99).
| 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 | -1.574 | 1.238 | -127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 189B | 1% |
| Annual Yield % from dividends | 2.42 | 2.16 | 112% |
| Returns for 1 year | -0.11 | 6.81 | -2% |
| Returns for 3 years | 7.64 | 18.51 | 41% |
| Returns for 5 years | 34.99 | 58.70 | 60% |
| Returns for 10 years | 10.33 | 102.90 | 10% |
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