Ad is loading...
FWMNX vs VTSMX
FWMNX vs VTSMX Comparison
Open Charts FWMNX vs VTSMX
Fidelity Advisor Women's Leadership I
Price$14.84
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets135.11M
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
FWMNX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FWMNX 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 FWMNX is a Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. FWMNX (135M). VTSMX pays higher dividends than FWMNX: VTSMX (1.25) vs FWMNX (0.47). FWMNX was incepted earlier than VTSMX: FWMNX (6 years) vs VTSMX (33 years). FWMNX (0.70) is less costly to investors than VTSMX (0.14). FWMNX is a more actively managed with annual turnover of: 33.00 vs. VTSMX (2.00). FWMNX has a lower initial minimum investment than VTSMX: FWMNX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 4.35 vs. FWMNX (-6.11). VTSMX return over 5 years is better than : 80.93 vs. FWMNX (58.26).
| FWMNX | VTSMX | FWMNX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | -13.023 | -10.853 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 1.7T | 0% |
| Annual Yield % from dividends | 0.47 | 1.25 | 38% |
| Returns for 1 year | -6.11 | 4.35 | -141% |
| Returns for 3 years | 7.44 | 17.53 | 42% |
| Returns for 5 years | 58.26 | 80.93 | 72% |
| Returns for 10 years | N/A | 145.67 | - |