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FZAGX vs VIVIX
FZAGX vs VIVIX Comparison
Open Charts FZAGX vs VIVIX
Fidelity Advisor Equity Income Z
Price$36.08
Change-$0.22 (-0.61%)
VolumeN/A
Net Assets1.87B
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
FZAGX vs VIVIX Comparison Chart
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FZAGX vs. VIVIX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. FZAGX (1.87B). VIVIX (2.37) and FZAGX (2.30) have matching dividends . FZAGX was incepted earlier than VIVIX: FZAGX (12 years) vs VIVIX (27 years). FZAGX is a more actively managed with annual turnover of: 47.00 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 : 13.44 vs. FZAGX (6.89). VIVIX return over 5 years is better than : 47.20 vs. FZAGX (28.66).
| FZAGX | VIVIX | FZAGX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 3.204 | 4.165 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 193B | 1% |
| Annual Yield % from dividends | 2.30 | 2.37 | 97% |
| Returns for 1 year | 6.89 | 13.44 | 51% |
| Returns for 3 years | 15.03 | 23.92 | 63% |
| Returns for 5 years | 28.66 | 47.20 | 61% |
| Returns for 10 years | 15.28 | 105.52 | 14% |
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