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FDFIX vs VTSMX
FDFIX vs VTSMX Comparison
Open Charts FDFIX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
FDFIX vs VTSMX Comparison Chart
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FDFIX vs. VTSMX commentary
Jan 19, 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 FDFIX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. FDFIX (5.56B). FDFIX pays higher dividends than VTSMX: FDFIX (1.33) vs VTSMX (1.26). FDFIX was incepted earlier than VTSMX: FDFIX (8 years) vs VTSMX (33 years). FDFIX is a more actively managed with annual turnover of: 5.00 vs. VTSMX (2.00). FDFIX has a lower initial minimum investment than VTSMX: FDFIX (0) vs VTSMX (3000). FDFIX annual gain was more profitable for investors over the last year : 27.17 vs. VTSMX (25.24). FDFIX return over 5 years is better than : 94.81 vs. VTSMX (76.07).
| FDFIX | VTSMX | FDFIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 1.993 | 2.241 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.56B | 1.78T | 0% |
| Annual Yield % from dividends | 1.33 | 1.26 | 106% |
| Returns for 1 year | 27.17 | 25.24 | 108% |
| Returns for 3 years | 37.24 | 28.94 | 129% |
| Returns for 5 years | 94.81 | 76.07 | 125% |
| Returns for 10 years | N/A | 194.99 | - |
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