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FDGFX vs VFIAX
FDGFX vs VFIAX Comparison
Open Charts FDGFX vs VFIAX
Fidelity Dividend Growth
Price$37.24
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets6.93B
Vanguard 500 Index Admiral
Price$522.74
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
FDGFX vs VFIAX Comparison Chart
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FDGFX vs. VFIAX commentary
May 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 FDGFX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. FDGFX (6.93B). VFIAX pays higher dividends than FDGFX: VFIAX (1.36) vs FDGFX (0.93). FDGFX was incepted earlier than VFIAX: FDGFX (32 years) vs VFIAX (25 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 : 8.59 vs. FDGFX (-0.97). VFIAX return over 5 years is better than : 93.15 vs. FDGFX (65.24).
| 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 | 25 years | - |
| Gain YTD | -2.477 | -3.675 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.93B | 1.34T | 1% |
| Annual Yield % from dividends | 0.93 | 1.36 | 68% |
| Returns for 1 year | -0.97 | 8.59 | -11% |
| Returns for 3 years | 21.75 | 41.54 | 52% |
| Returns for 5 years | 65.24 | 93.15 | 70% |
| Returns for 10 years | 16.52 | 169.85 | 10% |