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FSUMX vs VTSMX
FSUMX vs VTSMX Comparison
Open Charts FSUMX vs VTSMX
Fidelity Series Sustainable U.S. Market
Price$14.83
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets39.61M
Vanguard Total Stock Mkt Idx I
Price$149.45
Change-$0.63 (-0.42%)
VolumeN/A
Net Assets1.91T
FSUMX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. FSUMX (39.6M). FSUMX (1.15) and VTSMX (1.12) 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 : 12.23 vs. FSUMX (10.49).
| 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 | 5.856 | 6.038 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6M | 1.91T | 0% |
| Annual Yield % from dividends | 1.15 | 1.12 | 103% |
| Returns for 1 year | 10.49 | 12.23 | 86% |
| Returns for 3 years | N/A | 61.64 | - |
| Returns for 5 years | N/A | 91.50 | - |
| Returns for 10 years | N/A | 191.34 | - |
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