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FITLX vs VTSMX
FITLX vs VTSMX Comparison
Open Charts FITLX vs VTSMX
Fidelity U.S. Sustainability Index
Price$23.50
Change-$1.02 (-4.16%)
VolumeN/A
Net Assets4.02B
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
FITLX vs VTSMX Comparison Chart
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FITLX vs. VTSMX commentary
Apr 04, 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 FITLX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. FITLX (4.02B). FITLX pays higher dividends than VTSMX: FITLX (1.38) vs VTSMX (1.25). FITLX was incepted earlier than VTSMX: FITLX (8 years) vs VTSMX (33 years). VTSMX (0.14) is less costly to investors than FITLX (0.11). FITLX is a more actively managed with annual turnover of: 9.00 vs. VTSMX (2.00). FITLX has a lower initial minimum investment than VTSMX: FITLX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 8.05 vs. FITLX (5.64). FITLX return over 5 years is better than : 138.16 vs. VTSMX (126.23).
| FITLX | VTSMX | FITLX / VTSMX | |
| Total Expense Ratio | 0.11 | 0.14 | 79% |
| Annual Report Gross Expense Ratio | 0.11 | 0.14 | 79% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | -5.474 | -3.986 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.02B | 1.81T | 0% |
| Annual Yield % from dividends | 1.38 | 1.25 | 110% |
| Returns for 1 year | 5.64 | 8.05 | 70% |
| Returns for 3 years | 26.13 | 21.01 | 124% |
| Returns for 5 years | 138.16 | 126.23 | 109% |
| Returns for 10 years | N/A | 166.80 | - |
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