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FGTAX vs VTSMX
FGTAX vs VTSMX Comparison
Open Charts FGTAX vs VTSMX
Fidelity Advisor Mega Cap Stock A
Price$23.83
Change+$2.01 (+9.21%)
VolumeN/A
Net Assets3.54B
Vanguard Total Stock Mkt Idx I
Price$129.85
Change+$11.31 (+9.54%)
VolumeN/A
Net Assets1.7T
FGTAX vs VTSMX Comparison Chart
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FGTAX vs. VTSMX commentary
Apr 11, 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: 1.7T vs. FGTAX (3.54B). VTSMX pays higher dividends than FGTAX: VTSMX (1.25) vs FGTAX (0.81). 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 : -4.33 vs. VTSMX (-5.43). FGTAX return over 5 years is better than : 83.97 vs. VTSMX (75.41).
| 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 | -13.378 | -15.905 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.54B | 1.7T | 0% |
| Annual Yield % from dividends | 0.81 | 1.25 | 65% |
| Returns for 1 year | -4.33 | -5.43 | 80% |
| Returns for 3 years | 18.10 | 8.73 | 207% |
| Returns for 5 years | 83.97 | 75.41 | 111% |
| Returns for 10 years | 37.84 | 131.53 | 29% |
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