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FDGTX vs VTSMX
FDGTX vs VTSMX Comparison
Open Charts FDGTX vs VTSMX
Fidelity Advisor Dividend Growth M
Price$22.86
Change+$0.17 (+0.75%)
VolumeN/A
Net Assets1.73B
Vanguard Total Stock Mkt Idx I
Price$147.61
Change+$0.70 (+0.48%)
VolumeN/A
Net Assets1.82T
FDGTX vs VTSMX Comparison Chart in %
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FDGTX vs. VTSMX commentary
Jun 28, 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: 1.82T vs. FDGTX (1.73B). VTSMX pays higher dividends than FDGTX: VTSMX (1.18) vs FDGTX (0.40). FDGTX was incepted earlier than VTSMX: FDGTX (27 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 : 12.21 vs. FDGTX (3.37). VTSMX return over 5 years is better than : 99.40 vs. FDGTX (75.31).
| FDGTX | VTSMX | FDGTX / VTSMX | |
| Total Expense Ratio | 1.34 | 0.14 | 957% |
| Annual Report Gross Expense Ratio | 1.34 | 0.14 | 957% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 6.028 | 4.222 | 143% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 1.82T | 0% |
| Annual Yield % from dividends | 0.40 | 1.18 | 34% |
| Returns for 1 year | 3.37 | 12.21 | 28% |
| Returns for 3 years | 35.87 | 58.73 | 61% |
| Returns for 5 years | 75.31 | 99.40 | 76% |
| Returns for 10 years | 34.00 | 192.45 | 18% |