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FGTAX vs VTSMX
FGTAX vs VTSMX Comparison
Open Charts FGTAX vs VTSMX
Fidelity Advisor Mega Cap Stock A
Price$25.88
Change-$0.14 (-0.54%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$145.82
Change-$0.72 (-0.49%)
VolumeN/A
CapitalizationN/A
FGTAX vs VTSMX Comparison Chart
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FGTAX vs. VTSMX commentary
Dec 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. FGTAX (3.53B). 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 (27.08) and VTSMX (26.90) have marching annual gain over last year. VTSMX (84.16) and FGTAX (80.42) 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 | 26.275 | 26.352 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.53B | 1.84T | 0% |
| Annual Yield % from dividends | 0.75 | 1.26 | 59% |
| Returns for 1 year | 27.08 | 26.90 | 101% |
| Returns for 3 years | 43.03 | 27.88 | 154% |
| Returns for 5 years | 80.42 | 84.16 | 96% |
| Returns for 10 years | 66.57 | 192.04 | 35% |
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