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FGTAX vs VTSMX
FGTAX vs VTSMX Comparison
Open Charts FGTAX vs VTSMX
Fidelity Advisor Mega Cap Stock A
Price$28.49
Change+$0.23 (+0.81%)
VolumeN/A
Net Assets4.21B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
FGTAX vs VTSMX Comparison Chart in %
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FGTAX vs. VTSMX commentary
Jul 04, 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: 1.82T vs. FGTAX (4.22B). VTSMX pays higher dividends than FGTAX: VTSMX (1.12) vs FGTAX (0.71). 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 : 16.22 vs. VTSMX (12.91). FGTAX return over 5 years is better than : 115.64 vs. VTSMX (93.92).
| 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 | 12.187 | 5.513 | 221% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.22B | 1.82T | 0% |
| Annual Yield % from dividends | 0.71 | 1.12 | 64% |
| Returns for 1 year | 16.22 | 12.91 | 126% |
| Returns for 3 years | 78.53 | 60.70 | 129% |
| Returns for 5 years | 115.64 | 93.92 | 123% |
| Returns for 10 years | 80.90 | 195.50 | 41% |
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