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FZADX vs VTSMX
FZADX vs VTSMX Comparison
Open Charts FZADX vs VTSMX
Fidelity Advisor Dividend Growth Z
Price$25.90
Change+$0.31 (+1.21%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$142.64
Change+$1.57 (+1.11%)
VolumeN/A
CapitalizationN/A
FZADX vs VTSMX Comparison Chart
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FZADX vs. VTSMX commentary
Dec 23, 2024
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 FZADX is a Hold and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. FZADX (1.78B). VTSMX pays higher dividends than FZADX: VTSMX (1.26) vs FZADX (1.16). FZADX was incepted earlier than VTSMX: FZADX (11 years) vs VTSMX (33 years). FZADX is a more actively managed with annual turnover of: 65.00 vs. VTSMX (2.00). FZADX has a lower initial minimum investment than VTSMX: FZADX (0) vs VTSMX (3000). FZADX annual gain was more profitable for investors over the last year : 26.68 vs. VTSMX (24.23). VTSMX return over 5 years is better than : 79.24 vs. FZADX (43.73).
| FZADX | VTSMX | FZADX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 27.784 | 23.596 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.78B | 1.84T | 0% |
| Annual Yield % from dividends | 1.16 | 1.26 | 92% |
| Returns for 1 year | 26.68 | 24.23 | 110% |
| Returns for 3 years | 19.73 | 24.14 | 82% |
| Returns for 5 years | 43.73 | 79.24 | 55% |
| Returns for 10 years | 46.68 | 184.08 | 25% |
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