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FDGFX vs VFIAX
FDGFX vs VFIAX Comparison
Open Charts FDGFX vs VFIAX
Fidelity Dividend Growth
Price$34.74
Change-$1.94 (-5.29%)
VolumeN/A
Net Assets7.03B
Vanguard 500 Index Admiral
Price$497.91
Change-$25.30 (-4.84%)
VolumeN/A
Net Assets1.4T
FDGFX vs VFIAX Comparison Chart
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FDGFX vs. VFIAX commentary
Apr 04, 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 FDGFX is a Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.4T vs. FDGFX (7.03B). VFIAX pays higher dividends than FDGFX: VFIAX (1.35) vs FDGFX (1.00). FDGFX was incepted earlier than VFIAX: FDGFX (32 years) vs VFIAX (24 years). FDGFX (0.78) is less costly to investors than VFIAX (0.04). FDGFX is a more actively managed with annual turnover of: 70.00 vs. VFIAX (2.00). FDGFX has a lower initial minimum investment than VFIAX: FDGFX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 8.85 vs. FDGFX (-1.48). VFIAX return over 5 years is better than : 127.96 vs. FDGFX (92.36).
| FDGFX | VFIAX | FDGFX / VFIAX | |
| Total Expense Ratio | 0.78 | 0.04 | 1,950% |
| Annual Report Gross Expense Ratio | 0.78 | 0.04 | 1,950% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | -4.029 | -3.588 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.03B | 1.4T | 1% |
| Annual Yield % from dividends | 1.00 | 1.35 | 74% |
| Returns for 1 year | -1.48 | 8.85 | -17% |
| Returns for 3 years | 8.14 | 23.83 | 34% |
| Returns for 5 years | 92.36 | 127.96 | 72% |
| Returns for 10 years | 15.81 | 173.02 | 9% |
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