Interact to see
Advertisement
Advertisement
FGTAX vs VFINX
FGTAX vs VFINX Comparison
Open Charts FGTAX vs VFINX
Fidelity Advisor Mega Cap Stock A
Price$28.68
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets4.55B
Vanguard 500 Index Investor
Price$597.60
Change+$0.20 (+0.03%)
VolumeN/A
Net Assets1.33T
FGTAX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FGTAX vs. VFINX commentary
Aug 15, 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 FGTAX is a Buy and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.33T vs. FGTAX (4.55B). VFINX pays higher dividends than FGTAX: VFINX (1.09) vs FGTAX (0.69). FGTAX was incepted earlier than VFINX: FGTAX (18 years) vs VFINX (49 years). FGTAX (0.87) is less costly to investors than VFINX (0.14). FGTAX is a more actively managed with annual turnover of: 9.00 vs. VFINX (2.00). FGTAX (0) and VFINX (0) have matching initial minimum investment requirements. FGTAX annual gain was more profitable for investors over the last year : 22.83 vs. VFINX (18.67). FGTAX return over 5 years is better than : 111.65 vs. VFINX (91.15).
| FGTAX | VFINX | FGTAX / VFINX | |
| Total Expense Ratio | 0.87 | 0.14 | 621% |
| Annual Report Gross Expense Ratio | 0.87 | 0.14 | 621% |
| Fund Existence | 18 years | 49 years | - |
| Gain YTD | 14.540 | 9.716 | 150% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 1.33T | 0% |
| Annual Yield % from dividends | 0.69 | 1.09 | 63% |
| Returns for 1 year | 22.83 | 18.67 | 122% |
| Returns for 3 years | 68.91 | 50.64 | 136% |
| Returns for 5 years | 111.65 | 91.15 | 122% |
| Returns for 10 years | 88.44 | 208.27 | 42% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement