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FVDKX vs VIVAX
FVDKX vs VIVAX Comparison
Open Charts FVDKX vs VIVAX
Fidelity Value Discovery K
Price$38.48
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
FVDKX vs VIVAX Comparison Chart in %
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FVDKX vs. VIVAX commentary
Jul 06, 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 FVDKX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. FVDKX (3.09B). VIVAX pays higher dividends than FVDKX: VIVAX (2.06) vs FVDKX (1.86). FVDKX was incepted earlier than VIVAX: FVDKX (17 years) vs VIVAX (33 years). FVDKX (0.54) is less costly to investors than VIVAX (0.17). FVDKX is a more actively managed with annual turnover of: 33.00 vs. VIVAX (9.00). FVDKX has a lower initial minimum investment than VIVAX: FVDKX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. FVDKX (8.40). VIVAX return over 5 years is better than : 80.14 vs. FVDKX (58.32).
| FVDKX | VIVAX | FVDKX / VIVAX | |
| Total Expense Ratio | 0.54 | 0.17 | 318% |
| Annual Report Gross Expense Ratio | 0.54 | 0.17 | 318% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 6.445 | 6.209 | 104% |
| 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 | 1.86 | 2.06 | 90% |
| Returns for 1 year | 8.40 | 12.04 | 70% |
| Returns for 3 years | 15.32 | 35.16 | 44% |
| Returns for 5 years | 58.32 | 80.14 | 73% |
| Returns for 10 years | 67.98 | 115.74 | 59% |
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