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FTRIX vs VTSMX
FTRIX vs VTSMX Comparison
Open Charts FTRIX vs VTSMX
Fidelity Advisor Mega Cap Stock I
Price$29.57
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets4.55B
Vanguard Total Stock Mkt Idx I
Price$151.30
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
FTRIX vs VTSMX Comparison Chart in %
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FTRIX vs. VTSMX commentary
Aug 08, 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: 1.91T vs. FTRIX (4.55B). VTSMX pays higher dividends than FTRIX: VTSMX (1.09) vs FTRIX (0.89). 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 : 27.82 vs. VTSMX (21.77). FTRIX return over 5 years is better than : 118.92 vs. VTSMX (83.91).
| 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 | 15.226 | 7.450 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 1.91T | 0% |
| Annual Yield % from dividends | 0.89 | 1.09 | 81% |
| Returns for 1 year | 27.82 | 21.77 | 128% |
| Returns for 3 years | 78.18 | 50.15 | 156% |
| Returns for 5 years | 118.92 | 83.91 | 142% |
| Returns for 10 years | 91.91 | 196.78 | 47% |
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