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FALIX vs VTSMX
FALIX vs VTSMX Comparison
Open Charts FALIX vs VTSMX
Fidelity Advisor Large Cap I
Price$60.19
Change-$0.38 (-0.63%)
VolumeN/A
Net Assets1.92B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
FALIX vs VTSMX Comparison Chart in %
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FALIX vs. VTSMX commentary
Sep 08, 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: 1.95T vs. FALIX (1.92B). VTSMX pays higher dividends than FALIX: VTSMX (1.07) vs FALIX (0.58). 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 : 20.15 vs. VTSMX (18.03). FALIX return over 5 years is better than : 103.78 vs. VTSMX (84.94).
| 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 | 17.261 | 10.330 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 1.95T | 0% |
| Annual Yield % from dividends | 0.58 | 1.07 | 55% |
| Returns for 1 year | 20.15 | 18.03 | 112% |
| Returns for 3 years | 73.58 | 63.63 | 116% |
| Returns for 5 years | 103.78 | 84.94 | 122% |
| Returns for 10 years | 123.62 | 224.15 | 55% |
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