VIVIX vs. FLVEX
Compare and contrast key facts about Vanguard Value Index Fund Institutional Shares (VIVIX) and Fidelity Large Cap Value Enhanced Index Fund (FLVEX).
VIVIX is managed by Vanguard. It was launched on Jul 2, 1998. FLVEX is managed by Fidelity. It was launched on Apr 19, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIVIX or FLVEX.
Key characteristics
| VIVIX | FLVEX |
|---|
Correlation
The correlation between VIVIX and FLVEX is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VIVIX vs. FLVEX - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VIVIX vs. FLVEX - Expense Ratio Comparison
VIVIX has a 0.04% expense ratio, which is lower than FLVEX's 0.39% expense ratio.
Risk-Adjusted Performance
VIVIX vs. FLVEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Value Index Fund Institutional Shares (VIVIX) and Fidelity Large Cap Value Enhanced Index Fund (FLVEX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
VIVIX vs. FLVEX - Dividend Comparison
VIVIX's dividend yield for the trailing twelve months is around 2.22%, while FLVEX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIVIX Vanguard Value Index Fund Institutional Shares | 2.22% | 2.46% | 2.52% | 2.14% | 2.56% | 2.50% | 2.73% | 2.30% | 2.46% | 2.61% | 2.23% | 2.22% |
FLVEX Fidelity Large Cap Value Enhanced Index Fund | 1.04% | 5.51% | 4.65% | 12.27% | 1.66% | 3.36% | 7.37% | 5.17% | 1.78% | 1.94% | 3.89% | 8.22% |
Drawdowns
VIVIX vs. FLVEX - Drawdown Comparison
Volatility
VIVIX vs. FLVEX - Volatility Comparison
Vanguard Value Index Fund Institutional Shares (VIVIX) has a higher volatility of 3.71% compared to Fidelity Large Cap Value Enhanced Index Fund (FLVEX) at 0.00%. This indicates that VIVIX's price experiences larger fluctuations and is considered to be riskier than FLVEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.