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FZALX vs VTSMX
FZALX vs VTSMX Comparison
Open Charts FZALX vs VTSMX
Fidelity Advisor Mega Cap Stock Z
Price$23.75
Change-$1.39 (-5.53%)
VolumeN/A
Net Assets3.54B
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
FZALX vs VTSMX Comparison Chart
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FZALX vs. VTSMX commentary
Apr 04, 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 FZALX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. FZALX (3.54B). VTSMX pays higher dividends than FZALX: VTSMX (1.25) vs FZALX (1.18). FZALX was incepted earlier than VTSMX: FZALX (12 years) vs VTSMX (33 years). FZALX (0.48) is less costly to investors than VTSMX (0.14). FZALX is a more actively managed with annual turnover of: 9.00 vs. VTSMX (2.00). FZALX has a lower initial minimum investment than VTSMX: FZALX (0) vs VTSMX (3000). FZALX annual gain was more profitable for investors over the last year : 9.74 vs. VTSMX (8.05). FZALX return over 5 years is better than : 137.05 vs. VTSMX (126.23).
| FZALX | VTSMX | FZALX / VTSMX | |
| Total Expense Ratio | 0.48 | 0.14 | 343% |
| Annual Report Gross Expense Ratio | 0.48 | 0.14 | 343% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | -1.296 | -3.986 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.54B | 1.81T | 0% |
| Annual Yield % from dividends | 1.18 | 1.25 | 95% |
| Returns for 1 year | 9.74 | 8.05 | 121% |
| Returns for 3 years | 33.67 | 21.01 | 160% |
| Returns for 5 years | 137.05 | 126.23 | 109% |
| Returns for 10 years | 63.80 | 166.80 | 38% |
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