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FDGFX vs VTSMX
FDGFX vs VTSMX Comparison
Open Charts FDGFX vs VTSMX
Fidelity Dividend Growth
Price$41.48
Change+$0.10 (+0.24%)
VolumeN/A
Net Assets10.02B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
FDGFX vs VTSMX Comparison Chart in %
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FDGFX vs. VTSMX commentary
Oct 20, 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: 2.02T vs. FDGFX (10B). VTSMX pays higher dividends than FDGFX: VTSMX (1.04) vs FDGFX (0.78). 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 : 13.79 vs. FDGFX (6.85). VTSMX return over 5 years is better than : 84.86 vs. FDGFX (60.22).
| 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 | 9.541 | 13.012 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10B | 2.02T | 0% |
| Annual Yield % from dividends | 0.78 | 1.04 | 74% |
| Returns for 1 year | 6.85 | 13.79 | 50% |
| Returns for 3 years | 56.56 | 76.02 | 74% |
| Returns for 5 years | 60.22 | 84.86 | 71% |
| Returns for 10 years | 47.71 | 225.10 | 21% |
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