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FSUMX vs VTSMX
FSUMX vs VTSMX Comparison
Open Charts FSUMX vs VTSMX
Fidelity Series Sustainable U.S. Market
Price$16.00
Change-$0.08 (-0.50%)
VolumeN/A
Net Assets47.59M
Vanguard Total Stock Mkt Idx I
Price$161.46
Change+$1.02 (+0.64%)
VolumeN/A
Net Assets2.02T
FSUMX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. FSUMX (47.6M). FSUMX (1.06) and VTSMX (1.04) have matching dividends . FSUMX was incepted earlier than VTSMX: FSUMX (2 years) vs VTSMX (33 years). VTSMX (0.14) is less costly to investors than FSUMX (0.07). FSUMX is a more actively managed with annual turnover of: 27.00 vs. VTSMX (2.00). FSUMX has a lower initial minimum investment than VTSMX: FSUMX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.77 vs. FSUMX (15.87).
| FSUMX | VTSMX | FSUMX / VTSMX | |
| Total Expense Ratio | 0.00 | 0.14 | - |
| Annual Report Gross Expense Ratio | 0.07 | 0.14 | 50% |
| Fund Existence | 2 years | 33 years | - |
| Gain YTD | 14.207 | 13.857 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.6M | 2.02T | 0% |
| Annual Yield % from dividends | 1.06 | 1.04 | 102% |
| Returns for 1 year | 15.87 | 16.77 | 95% |
| Returns for 3 years | N/A | 81.21 | - |
| Returns for 5 years | N/A | 86.59 | - |
| Returns for 10 years | N/A | 229.54 | - |
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