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FSEPX vs VTSMX
FSEPX vs VTSMX Comparison
Open Charts FSEPX vs VTSMX
Fidelity Advisor Sustainable U.S. Eq M
Price$11.20
Change-$0.45 (-3.86%)
VolumeN/A
Net Assets25.4M
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
FSEPX vs VTSMX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. FSEPX (25.4M). VTSMX pays higher dividends than FSEPX: VTSMX (1.25) 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 : 4.72 vs. FSEPX (-2.59).
| 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 | -11.204 | -7.881 | 142% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.4M | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | -2.59 | 4.72 | -55% |
| Returns for 3 years | 16.21 | 20.95 | 77% |
| Returns for 5 years | N/A | 92.15 | - |
| Returns for 10 years | N/A | 154.63 | - |
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