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FALIX vs VTSMX
FALIX vs VTSMX Comparison
Open Charts FALIX vs VTSMX
Fidelity Advisor Large Cap I
Price$59.96
Change-$0.17 (-0.28%)
VolumeN/A
Net Assets1.85B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
FALIX vs VTSMX Comparison Chart in %
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FALIX vs. VTSMX commentary
Aug 17, 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 (1.85B). VTSMX pays higher dividends than FALIX: VTSMX (1.09) vs FALIX (0.59). FALIX was incepted earlier than VTSMX: FALIX (30 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 : 18.36 vs. VTSMX (16.21). FALIX return over 5 years is better than : 101.95 vs. VTSMX (85.82).
| FALIX | VTSMX | FALIX / VTSMX | |
| Total Expense Ratio | 0.82 | 0.14 | 586% |
| Annual Report Gross Expense Ratio | 0.82 | 0.14 | 586% |
| Fund Existence | 30 years | 33 years | - |
| Gain YTD | 16.813 | 9.266 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 1.91T | 0% |
| Annual Yield % from dividends | 0.59 | 1.09 | 54% |
| Returns for 1 year | 18.36 | 16.21 | 113% |
| Returns for 3 years | 59.87 | 46.80 | 128% |
| Returns for 5 years | 101.95 | 85.82 | 119% |
| Returns for 10 years | 108.74 | 202.54 | 54% |
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