Ad is loading...
FSUMX vs VTSMX
FSUMX vs VTSMX Comparison
Open Charts FSUMX vs VTSMX
Fidelity Series Sustainable U.S. Market
Price$12.95
Change+$0.27 (+2.13%)
VolumeN/A
Net Assets28.82M
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
FSUMX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. FSUMX (28.8M). FSUMX (1.28) and VTSMX (1.25) 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 (0.10). FSUMX is a more actively managed with annual turnover of: 28.00 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 : 5.27 vs. FSUMX (3.54).
| FSUMX | VTSMX | FSUMX / VTSMX | |
| Total Expense Ratio | 0.00 | 0.14 | - |
| Annual Report Gross Expense Ratio | 0.10 | 0.14 | 71% |
| Fund Existence | 2 years | 33 years | - |
| Gain YTD | -9.491 | -9.023 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.8M | 1.7T | 0% |
| Annual Yield % from dividends | 1.28 | 1.25 | 102% |
| Returns for 1 year | 3.54 | 5.27 | 67% |
| Returns for 3 years | N/A | 22.56 | - |
| Returns for 5 years | N/A | 86.77 | - |
| Returns for 10 years | N/A | 150.14 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...