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FSEPX vs VTSMX
FSEPX vs VTSMX Comparison
Open Charts FSEPX vs VTSMX
Fidelity Advisor Sustainable U.S. Eq M
Price$14.17
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets28.84M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
FSEPX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. FSEPX (28.8M). VTSMX pays higher dividends than FSEPX: VTSMX (1.09) vs FSEPX (0.00). FSEPX was incepted earlier than VTSMX: FSEPX (4 years) vs VTSMX (33 years). FSEPX (1.84) is less costly to investors than VTSMX (0.14). FSEPX is a more actively managed with annual turnover of: 45.00 vs. VTSMX (2.00). FSEPX has a lower initial minimum investment than VTSMX: FSEPX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.21 vs. FSEPX (13.18).
| FSEPX | VTSMX | FSEPX / VTSMX | |
| Total Expense Ratio | 1.40 | 0.14 | 1,000% |
| Annual Report Gross Expense Ratio | 1.84 | 0.14 | 1,314% |
| Fund Existence | 4 years | 33 years | - |
| Gain YTD | 8.003 | 9.266 | 86% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.8M | 1.91T | 0% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | 13.18 | 16.21 | 81% |
| Returns for 3 years | 45.25 | 46.80 | 97% |
| Returns for 5 years | N/A | 85.82 | - |
| Returns for 10 years | N/A | 202.54 | - |
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