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FDGIX vs VTSMX
FDGIX vs VTSMX Comparison
Open Charts FDGIX vs VTSMX
Fidelity Advisor Dividend Growth I
Price$25.02
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets1.73B
Vanguard Total Stock Mkt Idx I
Price$146.67
Change-$0.37 (-0.25%)
VolumeN/A
Net Assets1.78T
FDGIX vs VTSMX Comparison Chart
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FDGIX vs. VTSMX commentary
Jan 27, 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 FDGIX is a StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. FDGIX (1.73B). VTSMX pays higher dividends than FDGIX: VTSMX (1.26) vs FDGIX (1.08). FDGIX was incepted earlier than VTSMX: FDGIX (26 years) vs VTSMX (33 years). FDGIX is a more actively managed with annual turnover of: 65.00 vs. VTSMX (2.00). FDGIX has a lower initial minimum investment than VTSMX: FDGIX (0) vs VTSMX (3000). VTSMX (24.51) and FDGIX (24.11) have marching annual gain over last year. VTSMX return over 5 years is better than : 81.03 vs. FDGIX (48.01).
| FDGIX | VTSMX | FDGIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 6.923 | 4.021 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 1.78T | 0% |
| Annual Yield % from dividends | 1.08 | 1.26 | 85% |
| Returns for 1 year | 24.11 | 24.51 | 98% |
| Returns for 3 years | 30.50 | 37.92 | 80% |
| Returns for 5 years | 48.01 | 81.03 | 59% |
| Returns for 10 years | 46.93 | 197.83 | 24% |
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