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FTRIX vs VTSAX
FTRIX vs VTSAX Comparison
Open Charts FTRIX vs VTSAX
Fidelity Advisor Mega Cap Stock I
Price$26.57
Change+$0.27 (+1.03%)
VolumeN/A
Net Assets3.46B
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
FTRIX vs VTSAX Comparison Chart
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FTRIX vs. VTSAX commentary
Jan 19, 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 FTRIX is a Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. FTRIX (3.46B). VTSAX pays higher dividends than FTRIX: VTSAX (1.35) vs FTRIX (0.97). FTRIX was incepted earlier than VTSAX: FTRIX (17 years) vs VTSAX (24 years). FTRIX is a more actively managed with annual turnover of: 18.00 vs. VTSAX (2.00). FTRIX has a lower initial minimum investment than VTSAX: FTRIX (0) vs VTSAX (3000). FTRIX annual gain was more profitable for investors over the last year : 28.69 vs. VTSAX (25.26). FTRIX (79.48) and VTSAX (76.10) have equivalent 5 years return.
| FTRIX | VTSAX | FTRIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 3.466 | 2.241 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 1.78T | 0% |
| Annual Yield % from dividends | 0.97 | 1.35 | 72% |
| Returns for 1 year | 28.69 | 25.26 | 114% |
| Returns for 3 years | 38.56 | 28.96 | 133% |
| Returns for 5 years | 79.48 | 76.10 | 104% |
| Returns for 10 years | 78.69 | 195.63 | 40% |
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