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FTRIX vs VTSMX
FTRIX vs VTSMX Comparison
Open Charts FTRIX vs VTSMX
Fidelity Advisor Mega Cap Stock I
Price$23.54
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets3.54B
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
FTRIX vs VTSMX Comparison Chart
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FTRIX vs. VTSMX commentary
Apr 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: 1.7T vs. FTRIX (3.54B). VTSMX pays higher dividends than FTRIX: VTSMX (1.25) vs FTRIX (1.04). 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 (4.49) and VTSMX (4.35) have marching annual gain over last year. FTRIX return over 5 years is better than : 95.19 vs. VTSMX (80.93).
| 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 | -8.139 | -10.853 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.54B | 1.7T | 0% |
| Annual Yield % from dividends | 1.04 | 1.25 | 83% |
| Returns for 1 year | 4.49 | 4.35 | 103% |
| Returns for 3 years | 28.11 | 17.53 | 160% |
| Returns for 5 years | 95.19 | 80.93 | 118% |
| Returns for 10 years | 49.48 | 145.67 | 34% |