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FDGFX vs VTSMX
FDGFX vs VTSMX Comparison
Open Charts FDGFX vs VTSMX
Fidelity Dividend Growth
Price$41.62
Change+$0.40 (+0.97%)
VolumeN/A
Net Assets7.78B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
FDGFX vs VTSMX Comparison Chart in %
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FDGFX vs. VTSMX commentary
Jul 05, 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: 1.82T vs. FDGFX (7.78B). VTSMX pays higher dividends than FDGFX: VTSMX (1.12) vs FDGFX (0.82). 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 : 12.91 vs. FDGFX (3.53). VTSMX return over 5 years is better than : 93.92 vs. FDGFX (73.46).
| 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 | 7.946 | 5.513 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.78B | 1.82T | 0% |
| Annual Yield % from dividends | 0.82 | 1.12 | 74% |
| Returns for 1 year | 3.53 | 12.91 | 27% |
| Returns for 3 years | 37.80 | 60.70 | 62% |
| Returns for 5 years | 73.46 | 93.92 | 78% |
| Returns for 10 years | 30.68 | 195.50 | 16% |
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