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FTRIX vs VTSMX
FTRIX vs VTSMX Comparison
Open Charts FTRIX vs VTSMX
Fidelity Advisor Mega Cap Stock I
Price$27.39
Change-$0.07 (-0.25%)
VolumeN/A
Net Assets3.9B
Vanguard Total Stock Mkt Idx I
Price$142.11
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
FTRIX vs VTSMX Comparison Chart
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FTRIX vs. VTSMX commentary
Jun 06, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. FTRIX (3.9B). VTSMX pays higher dividends than FTRIX: VTSMX (1.18) vs FTRIX (0.97). 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 : 14.46 vs. VTSMX (11.39). FTRIX return over 5 years is better than : 99.68 vs. VTSMX (81.77).
| 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 | 6.931 | 1.278 | 542% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 1.82T | 0% |
| Annual Yield % from dividends | 0.97 | 1.18 | 82% |
| Returns for 1 year | 14.46 | 11.39 | 127% |
| Returns for 3 years | 55.41 | 42.44 | 131% |
| Returns for 5 years | 99.68 | 81.77 | 122% |
| Returns for 10 years | 74.62 | 181.22 | 41% |
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