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FZAGX vs VIVIX
FZAGX vs VIVIX Comparison
Open Charts FZAGX vs VIVIX
Fidelity Advisor Equity Income Z
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets1.79B
Vanguard Value Index I
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
FZAGX vs VIVIX Comparison Chart
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FZAGX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. FZAGX (1.79B). FZAGX pays higher dividends than VIVIX: FZAGX (2.48) vs VIVIX (2.35). 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 (9.00). 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 : 5.12 vs. FZAGX (1.18). VIVIX return over 5 years is better than : 72.19 vs. FZAGX (54.93).
| 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 | 0.071 | -0.942 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 184B | 1% |
| Annual Yield % from dividends | 2.48 | 2.35 | 105% |
| Returns for 1 year | 1.18 | 5.12 | 23% |
| Returns for 3 years | 14.25 | 20.66 | 69% |
| Returns for 5 years | 54.93 | 72.19 | 76% |
| Returns for 10 years | 11.20 | 96.21 | 12% |
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