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FDGIX vs VTSMX
FDGIX vs VTSMX Comparison
Open Charts FDGIX vs VTSMX
Fidelity Advisor Dividend Growth I
Price$20.76
Change-$0.79 (-3.67%)
VolumeN/A
Net Assets1.69B
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
FDGIX vs VTSMX Comparison Chart
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FDGIX vs. VTSMX commentary
Apr 11, 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: 1.7T vs. FDGIX (1.69B). VTSMX pays higher dividends than FDGIX: VTSMX (1.25) vs FDGIX (0.86). FDGIX was incepted earlier than VTSMX: FDGIX (26 years) vs VTSMX (33 years). FDGIX (0.85) is less costly to investors than VTSMX (0.14). FDGIX is a more actively managed with annual turnover of: 69.00 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 : 4.72 vs. FDGIX (-3.56). VTSMX return over 5 years is better than : 92.15 vs. FDGIX (63.65).
| FDGIX | VTSMX | FDGIX / VTSMX | |
| Total Expense Ratio | 0.85 | 0.14 | 607% |
| Annual Report Gross Expense Ratio | 0.85 | 0.14 | 607% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | -7.906 | -7.881 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 1.7T | 0% |
| Annual Yield % from dividends | 0.86 | 1.25 | 69% |
| Returns for 1 year | -3.56 | 4.72 | -75% |
| Returns for 3 years | 8.88 | 20.95 | 42% |
| Returns for 5 years | 63.65 | 92.15 | 69% |
| Returns for 10 years | 21.77 | 154.63 | 14% |
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