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FDGTX vs VTSMX
FDGTX vs VTSMX Comparison
Open Charts FDGTX vs VTSMX
Fidelity Advisor Dividend Growth M
Price$19.43
Change-$1.09 (-5.31%)
VolumeN/A
Net Assets1.69B
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
FDGTX vs VTSMX Comparison Chart
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FDGTX vs. VTSMX commentary
Apr 05, 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 FDGTX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. FDGTX (1.69B). VTSMX pays higher dividends than FDGTX: VTSMX (1.25) vs FDGTX (0.48). FDGTX was incepted earlier than VTSMX: FDGTX (26 years) vs VTSMX (33 years). FDGTX (1.34) is less costly to investors than VTSMX (0.14). FDGTX is a more actively managed with annual turnover of: 69.00 vs. VTSMX (2.00). FDGTX has a lower initial minimum investment than VTSMX: FDGTX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 8.05 vs. FDGTX (-1.55). VTSMX return over 5 years is better than : 126.23 vs. FDGTX (92.22).
| FDGTX | VTSMX | FDGTX / VTSMX | |
| Total Expense Ratio | 1.34 | 0.14 | 957% |
| Annual Report Gross Expense Ratio | 1.34 | 0.14 | 957% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | -4.112 | -3.986 | 103% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 1.81T | 0% |
| Annual Yield % from dividends | 0.48 | 1.25 | 38% |
| Returns for 1 year | -1.55 | 8.05 | -19% |
| Returns for 3 years | 8.12 | 21.01 | 39% |
| Returns for 5 years | 92.22 | 126.23 | 73% |
| Returns for 10 years | 20.22 | 166.80 | 12% |
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