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FGTAX vs VTSMX
FGTAX vs VTSMX Comparison
Open Charts FGTAX vs VTSMX
Fidelity Advisor Mega Cap Stock A
Price$26.12
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets3.54B
Vanguard Total Stock Mkt Idx I
Price$139.56
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
FGTAX vs VTSMX Comparison Chart
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FGTAX vs. VTSMX commentary
May 23, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. FGTAX (3.54B). VTSMX pays higher dividends than FGTAX: VTSMX (1.26) vs FGTAX (0.82). FGTAX was incepted earlier than VTSMX: FGTAX (17 years) vs VTSMX (33 years). FGTAX (0.87) is less costly to investors than VTSMX (0.14). FGTAX is a more actively managed with annual turnover of: 9.00 vs. VTSMX (2.00). FGTAX has a lower initial minimum investment than VTSMX: FGTAX (0) vs VTSMX (3000). FGTAX annual gain was more profitable for investors over the last year : 11.47 vs. VTSMX (9.50). FGTAX return over 5 years is better than : 112.54 vs. VTSMX (92.91).
| FGTAX | VTSMX | FGTAX / VTSMX | |
| Total Expense Ratio | 0.87 | 0.14 | 621% |
| Annual Report Gross Expense Ratio | 0.87 | 0.14 | 621% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 3.652 | -0.985 | -371% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.54B | 1.72T | 0% |
| Annual Yield % from dividends | 0.82 | 1.26 | 65% |
| Returns for 1 year | 11.47 | 9.50 | 121% |
| Returns for 3 years | 54.50 | 44.74 | 122% |
| Returns for 5 years | 112.54 | 92.91 | 121% |
| Returns for 10 years | 62.24 | 169.81 | 37% |