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FZAGX vs VVIAX
FZAGX vs VVIAX Comparison
Open Charts FZAGX vs VVIAX
Fidelity Advisor Equity Income Z
Price$36.62
Change-$0.81 (-2.16%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
FZAGX vs VVIAX Comparison Chart
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FZAGX vs. VVIAX commentary
Dec 19, 2024
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 Sell and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. FZAGX (2.09B). VVIAX (2.36) and FZAGX (2.30) have matching dividends . FZAGX was incepted earlier than VVIAX: FZAGX (11 years) vs VVIAX (24 years). FZAGX is a more actively managed with annual turnover of: 47.00 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 : 16.45 vs. FZAGX (12.47). VVIAX return over 5 years is better than : 44.62 vs. FZAGX (25.21).
| FZAGX | VVIAX | FZAGX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 14.002 | 16.051 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 195B | 1% |
| Annual Yield % from dividends | 2.30 | 2.36 | 98% |
| Returns for 1 year | 12.47 | 16.45 | 76% |
| Returns for 3 years | 12.23 | 20.49 | 60% |
| Returns for 5 years | 25.21 | 44.62 | 56% |
| Returns for 10 years | 19.62 | 104.84 | 19% |
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