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FZADX vs VTSMX
FZADX vs VTSMX Comparison
Open Charts FZADX vs VTSMX
Fidelity Advisor Dividend Growth Z
Price$23.33
Change+$0.14 (+0.60%)
VolumeN/A
Net Assets1.61B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
FZADX vs VTSMX Comparison Chart
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FZADX vs. VTSMX commentary
May 09, 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 FZADX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. FZADX (1.61B). VTSMX pays higher dividends than FZADX: VTSMX (1.26) vs FZADX (0.81). FZADX was incepted earlier than VTSMX: FZADX (12 years) vs VTSMX (33 years). FZADX (0.71) is less costly to investors than VTSMX (0.14). FZADX is a more actively managed with annual turnover of: 69.00 vs. VTSMX (2.00). FZADX has a lower initial minimum investment than VTSMX: FZADX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 7.85 vs. FZADX (0.18). VTSMX return over 5 years is better than : 87.92 vs. FZADX (71.80).
| FZADX | VTSMX | FZADX / VTSMX | |
| Total Expense Ratio | 0.71 | 0.14 | 507% |
| Annual Report Gross Expense Ratio | 0.71 | 0.14 | 507% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | -3.092 | -4.660 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 1.72T | 0% |
| Annual Yield % from dividends | 0.81 | 1.26 | 65% |
| Returns for 1 year | 0.18 | 7.85 | 2% |
| Returns for 3 years | 25.45 | 39.37 | 65% |
| Returns for 5 years | 71.80 | 87.92 | 82% |
| Returns for 10 years | 29.58 | 162.78 | 18% |