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FGTAX vs VTSMX
FGTAX vs VTSMX Comparison
Open Charts FGTAX vs VTSMX
Fidelity Advisor Mega Cap Stock A
Price$29.76
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets4.93B
Vanguard Total Stock Mkt Idx I
Price$160.59
Change+$0.10 (+0.06%)
VolumeN/A
Net Assets1.95T
FGTAX vs VTSMX Comparison Chart in %
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FGTAX vs. VTSMX commentary
Oct 06, 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 Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. FGTAX (4.93B). VTSMX pays higher dividends than FGTAX: VTSMX (1.04) vs FGTAX (0.66). FGTAX was incepted earlier than VTSMX: FGTAX (18 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 : 21.58 vs. VTSMX (17.93). FGTAX return over 5 years is better than : 127.61 vs. VTSMX (94.50).
| FGTAX | VTSMX | FGTAX / VTSMX | |
| Total Expense Ratio | 0.87 | 0.14 | 621% |
| Annual Report Gross Expense Ratio | 0.87 | 0.14 | 621% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 18.523 | 13.963 | 133% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.93B | 1.95T | 0% |
| Annual Yield % from dividends | 0.66 | 1.04 | 63% |
| Returns for 1 year | 21.58 | 17.93 | 120% |
| Returns for 3 years | 93.76 | 74.14 | 126% |
| Returns for 5 years | 127.61 | 94.50 | 135% |
| Returns for 10 years | 106.44 | 236.17 | 45% |
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