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Analysis and predictions FLPSX vs SMVTX
FLPSX vs SMVTX Comparison
Open Charts FLPSX vs SMVTX
Fidelity Low-Priced Stock
Price$46.51
Change+$0.06 (+0.13%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity I
Price$12.38
Change+$0.03 (+0.24%)
VolumeN/A
CapitalizationN/A
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FLPSX vs SMVTX Comparison Chart
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FLPSX vs. SMVTX commentary
Apr 25, 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 FLPSX is a Hold and SMVTX is a Hold.
FUNDAMENTALS
Fundamentals
FLPSX has more cash in the bank: 28.6B vs. SMVTX (2.09B). FLPSX pays higher dividends than SMVTX: FLPSX (1.62) vs SMVTX (1.06). FLPSX was incepted earlier than SMVTX: FLPSX (34 years) vs SMVTX (22 years). SMVTX is a more actively managed with annual turnover of: 140.00 vs. FLPSX (39.00). FLPSX has a lower initial minimum investment than SMVTX: FLPSX (0) vs SMVTX (100000). SMVTX annual gain was more profitable for investors over the last year : 17.82 vs. FLPSX (1.82). SMVTX return over 5 years is better than : 6.15 vs. FLPSX (1.39).
| FLPSX | SMVTX | FLPSX / SMVTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 22 years | - |
| Gain YTD | 5.537 | 4.915 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.6B | 2.09B | 1,368% |
| Annual Yield % from dividends | 1.62 | 1.06 | 153% |
| Returns for 1 year | 1.82 | 17.82 | 10% |
| Returns for 3 years | -15.16 | -12.24 | 124% |
| Returns for 5 years | 1.39 | 6.15 | 23% |
| Returns for 10 years | 0.22 | -3.00 | -7% |