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FZAGX vs VVIAX
FZAGX vs VVIAX Comparison
Open Charts FZAGX vs VVIAX
Fidelity Advisor Equity Income Z
Price$33.75
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets1.87B
Vanguard Value Index Adm
Price$63.11
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
FZAGX vs VVIAX Comparison Chart
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FZAGX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. FZAGX (1.88B). VVIAX (2.26) and FZAGX (2.25) have matching dividends . FZAGX was incepted earlier than VVIAX: FZAGX (12 years) vs VVIAX (24 years). FZAGX (0.47) is less costly to investors than VVIAX (0.05). FZAGX is a more actively managed with annual turnover of: 50.00 vs. VVIAX (10.00). FZAGX has a lower initial minimum investment than VVIAX: FZAGX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 4.49 vs. FZAGX (1.31). VVIAX return over 5 years is better than : 64.55 vs. FZAGX (52.99).
| FZAGX | VVIAX | FZAGX / VVIAX | |
| Total Expense Ratio | 0.47 | 0.05 | 940% |
| Annual Report Gross Expense Ratio | 0.47 | 0.05 | 940% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -3.262 | -4.652 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 191B | 1% |
| Annual Yield % from dividends | 2.25 | 2.26 | 100% |
| Returns for 1 year | 1.31 | 4.49 | 29% |
| Returns for 3 years | 5.52 | 9.27 | 60% |
| Returns for 5 years | 52.99 | 64.55 | 82% |
| Returns for 10 years | 7.90 | 90.25 | 9% |