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FDGFX vs VTSMX
FDGFX vs VTSMX Comparison
Open Charts FDGFX vs VTSMX
Fidelity Dividend Growth
Price$41.87
Change-$0.87 (-2.04%)
VolumeN/A
Net Assets10.17B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
FDGFX vs VTSMX Comparison Chart in %
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FDGFX vs. VTSMX commentary
Nov 14, 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 FDGFX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. FDGFX (10.2B). FDGFX (1.03) and VTSMX (1.02) have matching dividends . FDGFX was incepted earlier than VTSMX: FDGFX (33 years) vs VTSMX (34 years). FDGFX (0.88) is less costly to investors than VTSMX (0.14). FDGFX is a more actively managed with annual turnover of: 81.00 vs. VTSMX (2.00). FDGFX has a lower initial minimum investment than VTSMX: FDGFX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. FDGFX (8.98). VTSMX return over 5 years is better than : 83.98 vs. FDGFX (56.61).
| FDGFX | VTSMX | FDGFX / VTSMX | |
| Total Expense Ratio | 0.88 | 0.14 | 629% |
| Annual Report Gross Expense Ratio | 0.88 | 0.14 | 629% |
| Fund Existence | 33 years | 34 years | - |
| Gain YTD | 12.868 | 15.972 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 2.05T | 0% |
| Annual Yield % from dividends | 1.03 | 1.02 | 101% |
| Returns for 1 year | 8.98 | 13.42 | 67% |
| Returns for 3 years | 51.85 | 68.22 | 76% |
| Returns for 5 years | 56.61 | 83.98 | 67% |
| Returns for 10 years | 51.26 | 235.40 | 22% |
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