Ad is loading...
FGTAX vs VTSMX
FGTAX vs VTSMX Comparison
Open Charts FGTAX vs VTSMX
Fidelity Advisor Mega Cap Stock A
Price$24.60
Change-$0.07 (-0.28%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FGTAX vs VTSMX Comparison Chart
Loading...
FGTAX vs. VTSMX commentary
Sep 21, 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 StrongSell and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. FGTAX (3.24B). VTSMX pays higher dividends than FGTAX: VTSMX (1.26) vs FGTAX (0.75). FGTAX was incepted earlier than VTSMX: FGTAX (17 years) vs VTSMX (32 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). VTSMX (25.89) and FGTAX (25.41) have marching annual gain over last year. VTSMX return over 5 years is better than : 82.93 vs. FGTAX (76.39).
| FGTAX | VTSMX | FGTAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 32 years | - |
| Gain YTD | 18.322 | 16.884 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.24B | 1.72T | 0% |
| Annual Yield % from dividends | 0.75 | 1.26 | 59% |
| Returns for 1 year | 25.41 | 25.89 | 98% |
| Returns for 3 years | 37.65 | 21.33 | 177% |
| Returns for 5 years | 76.39 | 82.93 | 92% |
| Returns for 10 years | 56.27 | 178.97 | 31% |
View a ticker or compare two or three
VS
VS
Ad is loading...