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FALIX vs VTSMX
FALIX vs VTSMX Comparison
Open Charts FALIX vs VTSMX
Fidelity Advisor Large Cap I
Price$59.97
Change+$0.22 (+0.37%)
VolumeN/A
Net Assets1.75B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
FALIX vs VTSMX Comparison Chart in %
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FALIX vs. VTSMX commentary
Jul 27, 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 FALIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. FALIX (1.75B). VTSMX pays higher dividends than FALIX: VTSMX (1.12) vs FALIX (0.61). FALIX was incepted earlier than VTSMX: FALIX (29 years) vs VTSMX (33 years). FALIX (0.82) is less costly to investors than VTSMX (0.14). FALIX is a more actively managed with annual turnover of: 18.00 vs. VTSMX (2.00). FALIX has a lower initial minimum investment than VTSMX: FALIX (0) vs VTSMX (3000). FALIX annual gain was more profitable for investors over the last year : 20.98 vs. VTSMX (17.75). FALIX return over 5 years is better than : 112.82 vs. VTSMX (93.51).
| FALIX | VTSMX | FALIX / VTSMX | |
| Total Expense Ratio | 0.82 | 0.14 | 586% |
| Annual Report Gross Expense Ratio | 0.82 | 0.14 | 586% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | 16.832 | 8.287 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 1.91T | 0% |
| Annual Yield % from dividends | 0.61 | 1.12 | 55% |
| Returns for 1 year | 20.98 | 17.75 | 118% |
| Returns for 3 years | 72.66 | 60.60 | 120% |
| Returns for 5 years | 112.82 | 93.51 | 121% |
| Returns for 10 years | 107.40 | 200.97 | 53% |
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