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FGTAX vs VTSMX
FGTAX vs VTSMX Comparison
Open Charts FGTAX vs VTSMX
Fidelity Advisor Mega Cap Stock A
Price$26.98
Change-$0.32 (-1.17%)
VolumeN/A
Net Assets3.9B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
FGTAX vs VTSMX Comparison Chart
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FGTAX vs. VTSMX commentary
Jun 14, 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: 1.82T vs. FGTAX (3.9B). VTSMX pays higher dividends than FGTAX: VTSMX (1.18) vs FGTAX (0.76). 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 : 14.99 vs. VTSMX (11.36). FGTAX return over 5 years is better than : 111.51 vs. VTSMX (93.63).
| 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 | 8.376 | 2.548 | 329% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 1.82T | 0% |
| Annual Yield % from dividends | 0.76 | 1.18 | 64% |
| Returns for 1 year | 14.99 | 11.36 | 132% |
| Returns for 3 years | 72.04 | 59.46 | 121% |
| Returns for 5 years | 111.51 | 93.63 | 119% |
| Returns for 10 years | 71.44 | 182.22 | 39% |
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