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FTRIX vs VTSAX
FTRIX vs VTSAX Comparison
Open Charts FTRIX vs VTSAX
Fidelity Advisor Mega Cap Stock I
Price$26.64
Change-$0.54 (-1.99%)
VolumeN/A
Net Assets3.7B
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
FTRIX vs VTSAX Comparison Chart
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FTRIX vs. VTSAX commentary
Feb 23, 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 Buy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. FTRIX (3.7B). 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 : 20.59 vs. VTSAX (17.60). FTRIX return over 5 years is better than : 83.65 vs. VTSAX (74.84).
| 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 | 3.738 | 2.127 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 1.84T | 0% |
| Annual Yield % from dividends | 0.97 | 1.35 | 72% |
| Returns for 1 year | 20.59 | 17.60 | 117% |
| Returns for 3 years | 44.53 | 36.79 | 121% |
| Returns for 5 years | 83.65 | 74.84 | 112% |
| Returns for 10 years | 69.10 | 180.79 | 38% |
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