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FDGIX vs VTSMX
FDGIX vs VTSMX Comparison
Open Charts FDGIX vs VTSMX
Fidelity Advisor Dividend Growth I
Price$25.49
Change+$0.24 (+0.95%)
VolumeN/A
Net Assets1.82B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
FDGIX vs VTSMX Comparison Chart in %
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FDGIX 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 FDGIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. FDGIX (1.82B). VTSMX pays higher dividends than FDGIX: VTSMX (1.12) vs FDGIX (0.64). FDGIX was incepted earlier than VTSMX: FDGIX (27 years) vs VTSMX (33 years). FDGIX (0.85) is less costly to investors than VTSMX (0.14). FDGIX is a more actively managed with annual turnover of: 69.00 vs. VTSMX (2.00). FDGIX has a lower initial minimum investment than VTSMX: FDGIX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. FDGIX (5.58). VTSMX return over 5 years is better than : 95.59 vs. FDGIX (81.58).
| FDGIX | VTSMX | FDGIX / VTSMX | |
| Total Expense Ratio | 0.85 | 0.14 | 607% |
| Annual Report Gross Expense Ratio | 0.85 | 0.14 | 607% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 8.932 | 6.421 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 1.82T | 0% |
| Annual Yield % from dividends | 0.64 | 1.12 | 57% |
| Returns for 1 year | 5.58 | 13.89 | 40% |
| Returns for 3 years | 42.98 | 62.08 | 69% |
| Returns for 5 years | 81.58 | 95.59 | 85% |
| Returns for 10 years | 45.76 | 198.05 | 23% |
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