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FITLX vs VTSMX
FITLX vs VTSMX Comparison
Open Charts FITLX vs VTSMX
Fidelity U.S. Sustainability Index
Price$27.70
Change+$0.21 (+0.76%)
VolumeN/A
Net Assets4.43B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
FITLX vs VTSMX Comparison Chart in %
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FITLX vs. VTSMX commentary
Jul 05, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. FITLX (4.43B). FITLX pays higher dividends than VTSMX: FITLX (1.22) vs VTSMX (1.12). 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 : 13.89 vs. FITLX (12.18). FITLX return over 5 years is better than : 113.59 vs. VTSMX (95.59).
| 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 | 6.785 | 6.421 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.43B | 1.82T | 0% |
| Annual Yield % from dividends | 1.22 | 1.12 | 109% |
| Returns for 1 year | 12.18 | 13.89 | 88% |
| Returns for 3 years | 70.21 | 62.08 | 113% |
| Returns for 5 years | 113.59 | 95.59 | 119% |
| Returns for 10 years | N/A | 198.05 | - |
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