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FVDFX vs VIVAX
FVDFX vs VIVAX Comparison
Open Charts FVDFX vs VIVAX
Fidelity Value Discovery
Price$38.46
Change+$0.20 (+0.52%)
VolumeN/A
Net Assets3.09B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
FVDFX vs VIVAX Comparison Chart in %
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FVDFX vs. VIVAX 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 FVDFX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. FVDFX (3.09B). VIVAX pays higher dividends than FVDFX: VIVAX (2.06) vs FVDFX (1.74). FVDFX was incepted earlier than VIVAX: FVDFX (23 years) vs VIVAX (33 years). FVDFX (0.62) is less costly to investors than VIVAX (0.17). FVDFX is a more actively managed with annual turnover of: 33.00 vs. VIVAX (9.00). FVDFX has a lower initial minimum investment than VIVAX: FVDFX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. FVDFX (8.33). VIVAX return over 5 years is better than : 80.14 vs. FVDFX (57.64).
| FVDFX | VIVAX | FVDFX / VIVAX | |
| Total Expense Ratio | 0.62 | 0.17 | 365% |
| Annual Report Gross Expense Ratio | 0.62 | 0.17 | 365% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 6.390 | 6.209 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.09B | 189B | 2% |
| Annual Yield % from dividends | 1.74 | 2.06 | 84% |
| Returns for 1 year | 8.33 | 12.04 | 69% |
| Returns for 3 years | 14.98 | 35.16 | 43% |
| Returns for 5 years | 57.64 | 80.14 | 72% |
| Returns for 10 years | 67.13 | 115.74 | 58% |