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FDGKX vs VTSMX
FDGKX vs VTSMX Comparison
Open Charts FDGKX vs VTSMX
Fidelity Dividend Growth K
Price$37.17
Change+$0.22 (+0.60%)
VolumeN/A
Net Assets6.93B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
FDGKX vs VTSMX Comparison Chart
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FDGKX vs. VTSMX commentary
May 09, 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 FDGKX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. FDGKX (6.93B). VTSMX pays higher dividends than FDGKX: VTSMX (1.26) vs FDGKX (0.96). FDGKX was incepted earlier than VTSMX: FDGKX (17 years) vs VTSMX (33 years). FDGKX (0.70) is less costly to investors than VTSMX (0.14). FDGKX is a more actively managed with annual turnover of: 70.00 vs. VTSMX (2.00). FDGKX has a lower initial minimum investment than VTSMX: FDGKX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 7.85 vs. FDGKX (-1.34). VTSMX return over 5 years is better than : 87.92 vs. FDGKX (64.29).
| FDGKX | VTSMX | FDGKX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | -3.079 | -4.660 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.93B | 1.72T | 0% |
| Annual Yield % from dividends | 0.96 | 1.26 | 76% |
| Returns for 1 year | -1.34 | 7.85 | -17% |
| Returns for 3 years | 20.96 | 39.37 | 53% |
| Returns for 5 years | 64.29 | 87.92 | 73% |
| Returns for 10 years | 15.37 | 162.78 | 9% |
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