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FGTAX vs VTSMX
FGTAX vs VTSMX Comparison
Open Charts FGTAX vs VTSMX
Fidelity Advisor Mega Cap Stock A
Price$26.43
Change+$0.19 (+0.72%)
VolumeN/A
Net Assets3.46B
Vanguard Total Stock Mkt Idx I
Price$146.10
Change+$0.89 (+0.61%)
VolumeN/A
Net Assets1.78T
FGTAX vs VTSMX Comparison Chart
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FGTAX vs. VTSMX commentary
Jan 31, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. FGTAX (3.46B). VTSMX pays higher dividends than FGTAX: VTSMX (1.26) vs FGTAX (0.75). FGTAX was incepted earlier than VTSMX: FGTAX (17 years) vs VTSMX (33 years). FGTAX is a more actively managed with annual turnover of: 18.00 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 : 26.67 vs. VTSMX (24.48). FGTAX (85.79) and VTSMX (83.05) have equivalent 5 years return.
| FGTAX | VTSMX | FGTAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 4.168 | 2.986 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 1.78T | 0% |
| Annual Yield % from dividends | 0.75 | 1.26 | 59% |
| Returns for 1 year | 26.67 | 24.48 | 109% |
| Returns for 3 years | 40.99 | 31.83 | 129% |
| Returns for 5 years | 85.79 | 83.05 | 103% |
| Returns for 10 years | 76.15 | 196.61 | 39% |
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