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FDGTX vs VTSMX
FDGTX vs VTSMX Comparison
Open Charts FDGTX vs VTSMX
Fidelity Advisor Dividend Growth M
Price$22.32
Change+$0.07 (+0.31%)
VolumeN/A
Net Assets1.68B
Vanguard Total Stock Mkt Idx I
Price$151.44
Change+$0.98 (+0.65%)
VolumeN/A
Net Assets1.91T
FDGTX vs VTSMX Comparison Chart in %
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FDGTX vs. VTSMX commentary
Aug 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. FDGTX (1.68B). VTSMX pays higher dividends than FDGTX: VTSMX (1.09) vs FDGTX (0.31). 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 : 20.02 vs. FDGTX (8.37). VTSMX return over 5 years is better than : 82.72 vs. FDGTX (58.16).
| 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 | 4.861 | 6.754 | 72% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 1.91T | 0% |
| Annual Yield % from dividends | 0.31 | 1.09 | 29% |
| Returns for 1 year | 8.37 | 20.02 | 42% |
| Returns for 3 years | 27.35 | 49.22 | 56% |
| Returns for 5 years | 58.16 | 82.72 | 70% |
| Returns for 10 years | 31.77 | 198.64 | 16% |
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