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FDGIX vs VTSMX
FDGIX vs VTSMX Comparison
Open Charts FDGIX vs VTSMX
Fidelity Advisor Dividend Growth I
Price$25.36
Change+$0.31 (+1.24%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$142.64
Change+$1.57 (+1.11%)
VolumeN/A
CapitalizationN/A
FDGIX vs VTSMX Comparison Chart
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FDGIX vs. VTSMX commentary
Dec 23, 2024
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 Hold and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. FDGIX (1.78B). 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). FDGIX annual gain was more profitable for investors over the last year : 26.46 vs. VTSMX (24.23). VTSMX return over 5 years is better than : 79.24 vs. FDGIX (42.58).
| 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 | 27.634 | 23.596 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.78B | 1.84T | 0% |
| Annual Yield % from dividends | 1.08 | 1.26 | 85% |
| Returns for 1 year | 26.46 | 24.23 | 109% |
| Returns for 3 years | 18.94 | 24.14 | 78% |
| Returns for 5 years | 42.58 | 79.24 | 54% |
| Returns for 10 years | 44.45 | 184.08 | 24% |
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