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FTRIX vs VTSMX
FTRIX vs VTSMX Comparison
Open Charts FTRIX vs VTSMX
Fidelity Advisor Mega Cap Stock I
Price$26.64
Change-$0.54 (-1.99%)
VolumeN/A
Net Assets3.7B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
FTRIX vs VTSMX Comparison Chart
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FTRIX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. FTRIX (3.7B). VTSMX pays higher dividends than FTRIX: VTSMX (1.26) vs FTRIX (0.97). FTRIX was incepted earlier than VTSMX: FTRIX (17 years) vs VTSMX (33 years). FTRIX is a more actively managed with annual turnover of: 18.00 vs. VTSMX (2.00). FTRIX has a lower initial minimum investment than VTSMX: FTRIX (0) vs VTSMX (3000). FTRIX (20.59) and VTSMX (19.83) have marching annual gain over last year. FTRIX return over 5 years is better than : 83.65 vs. VTSMX (78.15).
| FTRIX | VTSMX | FTRIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 3.738 | 4.057 | 92% |
| 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 | 1.26 | 77% |
| Returns for 1 year | 20.59 | 19.83 | 104% |
| Returns for 3 years | 44.53 | 39.38 | 113% |
| Returns for 5 years | 83.65 | 78.15 | 107% |
| Returns for 10 years | 69.10 | 185.46 | 37% |
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