Ad is loading...
FDGFX vs VTSMX
FDGFX vs VTSMX Comparison
Open Charts FDGFX vs VTSMX
Fidelity Dividend Growth
Price$35.78
Change+$0.78 (+2.23%)
VolumeN/A
Net Assets7.03B
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
FDGFX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FDGFX vs. VTSMX commentary
Apr 25, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. FDGFX (7.03B). VTSMX pays higher dividends than FDGFX: VTSMX (1.25) vs FDGFX (1.00). FDGFX was incepted earlier than VTSMX: FDGFX (32 years) vs VTSMX (33 years). FDGFX (0.78) is less costly to investors than VTSMX (0.14). FDGFX is a more actively managed with annual turnover of: 70.00 vs. VTSMX (2.00). FDGFX has a lower initial minimum investment than VTSMX: FDGFX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 5.27 vs. FDGFX (-5.18). VTSMX return over 5 years is better than : 86.77 vs. FDGFX (60.35).
| FDGFX | VTSMX | FDGFX / VTSMX | |
| Total Expense Ratio | 0.78 | 0.14 | 557% |
| Annual Report Gross Expense Ratio | 0.78 | 0.14 | 557% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | -10.045 | -9.023 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.03B | 1.7T | 0% |
| Annual Yield % from dividends | 1.00 | 1.25 | 80% |
| Returns for 1 year | -5.18 | 5.27 | -98% |
| Returns for 3 years | 5.92 | 22.56 | 26% |
| Returns for 5 years | 60.35 | 86.77 | 70% |
| Returns for 10 years | 6.58 | 150.14 | 4% |
View a ticker or compare two or three
VS
VS
Ad is loading...