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FDGTX vs VTSMX
FDGTX vs VTSMX Comparison
Open Charts FDGTX vs VTSMX
Fidelity Advisor Dividend Growth M
Price$20.82
Change+$0.13 (+0.63%)
VolumeN/A
Net Assets1.61B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
FDGTX vs VTSMX Comparison Chart
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FDGTX 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 FDGTX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. FDGTX (1.61B). VTSMX pays higher dividends than FDGTX: VTSMX (1.26) vs FDGTX (0.43). 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 : 7.85 vs. FDGTX (-1.26). VTSMX return over 5 years is better than : 87.92 vs. FDGTX (63.68).
| 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 | -3.318 | -4.660 | 71% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 1.72T | 0% |
| Annual Yield % from dividends | 0.43 | 1.26 | 34% |
| Returns for 1 year | -1.26 | 7.85 | -16% |
| Returns for 3 years | 20.99 | 39.37 | 53% |
| Returns for 5 years | 63.68 | 87.92 | 72% |
| Returns for 10 years | 19.65 | 162.78 | 12% |
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