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FDGIX vs VTSMX
FDGIX vs VTSMX Comparison
Open Charts FDGIX vs VTSMX
Fidelity Advisor Dividend Growth I
Price$23.07
Change-$0.49 (-2.08%)
VolumeN/A
Net Assets1.84B
Vanguard Total Stock Mkt Idx I
Price$140.37
Change-$2.21 (-1.55%)
VolumeN/A
Net Assets1.84T
FDGIX vs VTSMX Comparison Chart
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FDGIX vs. VTSMX commentary
Mar 01, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. FDGIX (1.84B). 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 annual gain was more profitable for investors over the last year : 16.60 vs. FDGIX (11.59). VTSMX return over 5 years is better than : 95.75 vs. FDGIX (59.89).
| 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 | 0.684 | 1.121 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 1.84T | 0% |
| Annual Yield % from dividends | 1.08 | 1.26 | 85% |
| Returns for 1 year | 11.59 | 16.60 | 70% |
| Returns for 3 years | 22.03 | 32.84 | 67% |
| Returns for 5 years | 59.89 | 95.75 | 63% |
| Returns for 10 years | 32.55 | 176.94 | 18% |