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FTRIX vs VTSMX
FTRIX vs VTSMX Comparison
Open Charts FTRIX vs VTSMX
Fidelity Advisor Mega Cap Stock I
Price$25.65
Change+$0.14 (+0.55%)
VolumeN/A
Net Assets3.54B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
FTRIX vs VTSMX Comparison Chart
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FTRIX vs. VTSMX commentary
May 09, 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: 1.72T vs. FTRIX (3.54B). VTSMX pays higher dividends than FTRIX: VTSMX (1.26) vs FTRIX (1.05). 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 : 9.08 vs. VTSMX (7.85). FTRIX return over 5 years is better than : 108.04 vs. VTSMX (87.92).
| 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 | -0.662 | -4.660 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.54B | 1.72T | 0% |
| Annual Yield % from dividends | 1.05 | 1.26 | 83% |
| Returns for 1 year | 9.08 | 7.85 | 116% |
| Returns for 3 years | 52.28 | 39.37 | 133% |
| Returns for 5 years | 108.04 | 87.92 | 123% |
| Returns for 10 years | 60.32 | 162.78 | 37% |
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