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FTRIX vs VTSMX
FTRIX vs VTSMX Comparison
Open Charts FTRIX vs VTSMX
Fidelity Advisor Mega Cap Stock I
Price$29.25
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets4.21B
Vanguard Total Stock Mkt Idx I
Price$149.57
Change+$0.58 (+0.39%)
VolumeN/A
Net Assets1.91T
FTRIX vs VTSMX Comparison Chart in %
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FTRIX vs. VTSMX commentary
Jul 18, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. FTRIX (4.22B). VTSMX pays higher dividends than FTRIX: VTSMX (1.12) vs FTRIX (0.91). FTRIX was incepted earlier than VTSMX: FTRIX (17 years) vs VTSMX (33 years). FTRIX (0.60) is less costly to investors than VTSMX (0.14). FTRIX is a more actively managed with annual turnover of: 9.00 vs. VTSMX (2.00). FTRIX has a lower initial minimum investment than VTSMX: FTRIX (0) vs VTSMX (3000). FTRIX annual gain was more profitable for investors over the last year : 16.26 vs. VTSMX (9.80). FTRIX return over 5 years is better than : 115.91 vs. VTSMX (88.36).
| FTRIX | VTSMX | FTRIX / VTSMX | |
| Total Expense Ratio | 0.60 | 0.14 | 429% |
| Annual Report Gross Expense Ratio | 0.60 | 0.14 | 429% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 13.668 | 5.711 | 239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.22B | 1.91T | 0% |
| Annual Yield % from dividends | 0.91 | 1.12 | 82% |
| Returns for 1 year | 16.26 | 9.80 | 166% |
| Returns for 3 years | 81.79 | 59.40 | 138% |
| Returns for 5 years | 115.91 | 88.36 | 131% |
| Returns for 10 years | 81.22 | 188.76 | 43% |
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