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FZAGX vs VIVIX
FZAGX vs VIVIX Comparison
Open Charts FZAGX vs VIVIX
Fidelity Advisor Equity Income Z
Price$33.75
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets1.87B
Vanguard Value Index I
Price$63.10
Change+$0.15 (+0.24%)
VolumeN/A
Net Assets190.51B
FZAGX vs VIVIX Comparison Chart
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FZAGX vs. VIVIX commentary
Apr 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. FZAGX (1.88B). VIVIX (2.27) and FZAGX (2.25) have matching dividends . FZAGX was incepted earlier than VIVIX: FZAGX (12 years) vs VIVIX (27 years). FZAGX (0.47) is less costly to investors than VIVIX (0.04). FZAGX is a more actively managed with annual turnover of: 50.00 vs. VIVIX (10.00). FZAGX has a lower initial minimum investment than VIVIX: FZAGX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 4.49 vs. FZAGX (1.31). VIVIX return over 5 years is better than : 64.56 vs. FZAGX (52.99).
| FZAGX | VIVIX | FZAGX / VIVIX | |
| Total Expense Ratio | 0.47 | 0.04 | 1,175% |
| Annual Report Gross Expense Ratio | 0.47 | 0.04 | 1,175% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | -3.262 | -4.638 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 191B | 1% |
| Annual Yield % from dividends | 2.25 | 2.27 | 99% |
| Returns for 1 year | 1.31 | 4.49 | 29% |
| Returns for 3 years | 5.52 | 9.29 | 59% |
| Returns for 5 years | 52.99 | 64.56 | 82% |
| Returns for 10 years | 7.90 | 90.25 | 9% |
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