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FTRIX vs VTSMX
FTRIX vs VTSMX Comparison
Open Charts FTRIX vs VTSMX
Fidelity Advisor Mega Cap Stock I
Price$30.02
Change-$0.15 (-0.50%)
VolumeN/A
Net Assets4.7B
Vanguard Total Stock Mkt Idx I
Price$158.19
Change-$0.88 (-0.55%)
VolumeN/A
Net Assets1.95T
FTRIX vs VTSMX Comparison Chart in %
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FTRIX vs. VTSMX commentary
Sep 26, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. FTRIX (4.7B). VTSMX pays higher dividends than FTRIX: VTSMX (1.07) vs FTRIX (0.90). FTRIX was incepted earlier than VTSMX: FTRIX (18 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 : 21.30 vs. VTSMX (16.04). FTRIX return over 5 years is better than : 131.15 vs. VTSMX (96.39).
| FTRIX | VTSMX | FTRIX / VTSMX | |
| Total Expense Ratio | 0.60 | 0.14 | 429% |
| Annual Report Gross Expense Ratio | 0.60 | 0.14 | 429% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 18.011 | 12.863 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.7B | 1.95T | 0% |
| Annual Yield % from dividends | 0.90 | 1.07 | 84% |
| Returns for 1 year | 21.30 | 16.04 | 133% |
| Returns for 3 years | 106.28 | 79.91 | 133% |
| Returns for 5 years | 131.15 | 96.39 | 136% |
| Returns for 10 years | 122.17 | 249.73 | 49% |
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