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FADAX vs VTSMX
FADAX vs VTSMX Comparison
Open Charts FADAX vs VTSMX
Fidelity Advisor Dividend Growth A
Price$19.05
Change-$0.72 (-3.64%)
VolumeN/A
Net Assets1.69B
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
FADAX vs VTSMX Comparison Chart
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FADAX vs. VTSMX commentary
Apr 11, 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 FADAX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. FADAX (1.69B). VTSMX pays higher dividends than FADAX: VTSMX (1.25) vs FADAX (0.72). FADAX was incepted earlier than VTSMX: FADAX (26 years) vs VTSMX (33 years). FADAX (1.10) is less costly to investors than VTSMX (0.14). FADAX is a more actively managed with annual turnover of: 69.00 vs. VTSMX (2.00). FADAX has a lower initial minimum investment than VTSMX: FADAX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 4.72 vs. FADAX (-4.43). VTSMX return over 5 years is better than : 92.15 vs. FADAX (59.20).
| FADAX | VTSMX | FADAX / VTSMX | |
| Total Expense Ratio | 1.10 | 0.14 | 786% |
| Annual Report Gross Expense Ratio | 1.10 | 0.14 | 786% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | -8.004 | -7.881 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 1.7T | 0% |
| Annual Yield % from dividends | 0.72 | 1.25 | 58% |
| Returns for 1 year | -4.43 | 4.72 | -94% |
| Returns for 3 years | 6.62 | 20.95 | 32% |
| Returns for 5 years | 59.20 | 92.15 | 64% |
| Returns for 10 years | 15.66 | 154.63 | 10% |
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