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FALIX vs VTSMX
FALIX vs VTSMX Comparison
Open Charts FALIX vs VTSMX
Fidelity Advisor Large Cap I
Price$58.23
Change+$0.49 (+0.85%)
VolumeN/A
Net Assets1.75B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
FALIX vs VTSMX Comparison Chart in %
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FALIX vs. VTSMX commentary
Jul 07, 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: 1.82T 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 : 15.05 vs. VTSMX (13.89). FALIX return over 5 years is better than : 110.87 vs. VTSMX (95.59).
| 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 | 13.442 | 6.421 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 1.82T | 0% |
| Annual Yield % from dividends | 0.61 | 1.12 | 55% |
| Returns for 1 year | 15.05 | 13.89 | 108% |
| Returns for 3 years | 72.28 | 62.08 | 116% |
| Returns for 5 years | 110.87 | 95.59 | 116% |
| Returns for 10 years | 102.12 | 198.05 | 52% |
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