Ad is loading...
FTGRX vs VTSMX
FTGRX vs VTSMX Comparison
Open Charts FTGRX vs VTSMX
Fidelity Advisor Mega Cap Stock M
Price$23.48
Change-$1.37 (-5.51%)
VolumeN/A
Net Assets3.54B
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
FTGRX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FTGRX vs. VTSMX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FTGRX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. FTGRX (3.54B). VTSMX pays higher dividends than FTGRX: VTSMX (1.25) vs FTGRX (0.54). FTGRX was incepted earlier than VTSMX: FTGRX (17 years) vs VTSMX (33 years). FTGRX (1.12) is less costly to investors than VTSMX (0.14). FTGRX is a more actively managed with annual turnover of: 9.00 vs. VTSMX (2.00). FTGRX has a lower initial minimum investment than VTSMX: FTGRX (0) vs VTSMX (3000). FTGRX annual gain was more profitable for investors over the last year : 9.03 vs. VTSMX (8.05). FTGRX (129.14) and VTSMX (126.23) have equivalent 5 years return.
| FTGRX | VTSMX | FTGRX / VTSMX | |
| Total Expense Ratio | 1.12 | 0.14 | 800% |
| Annual Report Gross Expense Ratio | 1.12 | 0.14 | 800% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | -1.467 | -3.986 | 37% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.54B | 1.81T | 0% |
| Annual Yield % from dividends | 0.54 | 1.25 | 43% |
| Returns for 1 year | 9.03 | 8.05 | 112% |
| Returns for 3 years | 31.05 | 21.01 | 148% |
| Returns for 5 years | 129.14 | 126.23 | 102% |
| Returns for 10 years | 57.72 | 166.80 | 35% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers