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FZAGX vs VVIAX
FZAGX vs VVIAX Comparison
Open Charts FZAGX vs VVIAX
Fidelity Advisor Equity Income Z
Price$37.25
Change-$0.37 (-0.98%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.30
Change-$0.84 (-1.27%)
VolumeN/A
CapitalizationN/A
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FZAGX vs VVIAX Comparison Chart
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FZAGX vs. VVIAX commentary
Sep 08, 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. FZAGX (1.9B). 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 (19.30) and FZAGX (18.41) have marching annual gain over last year. VVIAX return over 5 years is better than : 53.51 vs. FZAGX (36.28).
| 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 | 13.936 | 13.506 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 183B | 1% |
| Annual Yield % from dividends | 2.30 | 2.36 | 98% |
| Returns for 1 year | 18.41 | 19.30 | 95% |
| Returns for 3 years | 12.10 | 19.68 | 61% |
| Returns for 5 years | 36.28 | 53.51 | 68% |
| Returns for 10 years | 15.23 | 107.57 | 14% |