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FSOAX vs VMVIX
FSOAX vs VMVIX Comparison
Open Charts FSOAX vs VMVIX
Fidelity Advisor Value Strategies A
Price$43.24
Change+$0.23 (+0.53%)
VolumeN/A
Net Assets1.7B
Vanguard Mid-Cap Value Index Investor
Price$65.92
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets29.95B
FSOAX vs VMVIX Comparison Chart in %
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FSOAX vs. VMVIX commentary
Jul 07, 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 FSOAX is a Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. FSOAX (1.7B). VMVIX pays higher dividends than FSOAX: VMVIX (2.14) vs FSOAX (0.84). FSOAX was incepted earlier than VMVIX: FSOAX (29 years) vs VMVIX (19 years). FSOAX (1.09) is less costly to investors than VMVIX (0.19). FSOAX is a more actively managed with annual turnover of: 61.00 vs. VMVIX (19.00). FSOAX has a lower initial minimum investment than VMVIX: FSOAX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 12.13 vs. FSOAX (-4.59). VMVIX (76.99) and FSOAX (74.86) have equivalent 5 years return.
| FSOAX | VMVIX | FSOAX / VMVIX | |
| Total Expense Ratio | 1.09 | 0.19 | 574% |
| Annual Report Gross Expense Ratio | 1.09 | 0.19 | 574% |
| Fund Existence | 29 years | 19 years | - |
| Gain YTD | 0.699 | 3.574 | 20% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 29.9B | 6% |
| Annual Yield % from dividends | 0.84 | 2.14 | 40% |
| Returns for 1 year | -4.59 | 12.13 | -38% |
| Returns for 3 years | 18.04 | 28.47 | 63% |
| Returns for 5 years | 74.86 | 76.99 | 97% |
| Returns for 10 years | 10.96 | 88.04 | 12% |
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