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FLVCX vs VTSMX
FLVCX vs VTSMX Comparison
Open Charts FLVCX vs VTSMX
Fidelity Leveraged Company Stock
Price$32.20
Change-$1.60 (-4.73%)
VolumeN/A
Net Assets3.1B
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
FLVCX vs VTSMX Comparison Chart
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FLVCX vs. VTSMX commentary
Apr 11, 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 FLVCX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. FLVCX (3.1B). VTSMX pays higher dividends than FLVCX: VTSMX (1.25) vs FLVCX (0.80). FLVCX was incepted earlier than VTSMX: FLVCX (24 years) vs VTSMX (33 years). FLVCX (0.70) is less costly to investors than VTSMX (0.14). FLVCX is a more actively managed with annual turnover of: 50.00 vs. VTSMX (2.00). FLVCX has a lower initial minimum investment than VTSMX: FLVCX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 4.72 vs. FLVCX (-13.77). VTSMX return over 5 years is better than : 92.15 vs. FLVCX (41.71).
| FLVCX | VTSMX | FLVCX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | -11.634 | -7.881 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.1B | 1.7T | 0% |
| Annual Yield % from dividends | 0.80 | 1.25 | 64% |
| Returns for 1 year | -13.77 | 4.72 | -292% |
| Returns for 3 years | -18.62 | 20.95 | -89% |
| Returns for 5 years | 41.71 | 92.15 | 45% |
| Returns for 10 years | -27.14 | 154.63 | -18% |
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