Ad is loading...
Ad is loading...
FITLX vs VTSMX
FITLX vs VTSMX Comparison
Open Charts FITLX vs VTSMX
Fidelity U.S. Sustainability Index
Price$26.42
Change-$0.39 (-1.45%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
FITLX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FITLX vs. VTSMX commentary
Nov 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 FITLX is a Buy and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. FITLX (4.2B). VTSMX pays higher dividends than FITLX: VTSMX (1.26) vs FITLX (1.01). FITLX was incepted earlier than VTSMX: FITLX (8 years) vs VTSMX (33 years). FITLX is a more actively managed with annual turnover of: 21.00 vs. VTSMX (2.00). FITLX has a lower initial minimum investment than VTSMX: FITLX (0) vs VTSMX (3000). FITLX (31.67) and VTSMX (30.52) have marching annual gain over last year. FITLX return over 5 years is better than : 104.04 vs. VTSMX (83.72).
| FITLX | VTSMX | FITLX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 24.329 | 22.392 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.2B | 1.73T | 0% |
| Annual Yield % from dividends | 1.01 | 1.26 | 80% |
| Returns for 1 year | 31.67 | 30.52 | 104% |
| Returns for 3 years | 28.37 | 19.91 | 142% |
| Returns for 5 years | 104.04 | 83.72 | 124% |
| Returns for 10 years | N/A | 186.07 | - |