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FDGIX vs VTSMX
FDGIX vs VTSMX Comparison
Open Charts FDGIX vs VTSMX
Fidelity Advisor Dividend Growth I
Price$24.25
Change-$0.30 (-1.22%)
VolumeN/A
Net Assets1.73B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
FDGIX vs VTSMX Comparison Chart
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FDGIX vs. VTSMX commentary
Jun 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 FDGIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. FDGIX (1.73B). VTSMX pays higher dividends than FDGIX: VTSMX (1.18) vs FDGIX (0.67). FDGIX was incepted earlier than VTSMX: FDGIX (26 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 : 10.06 vs. FDGIX (2.83). VTSMX return over 5 years is better than : 91.36 vs. FDGIX (72.19).
| FDGIX | VTSMX | FDGIX / VTSMX | |
| Total Expense Ratio | 0.85 | 0.14 | 607% |
| Annual Report Gross Expense Ratio | 0.85 | 0.14 | 607% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 4.915 | 1.349 | 364% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 1.82T | 0% |
| Annual Yield % from dividends | 0.67 | 1.18 | 56% |
| Returns for 1 year | 2.83 | 10.06 | 28% |
| Returns for 3 years | 40.77 | 57.59 | 71% |
| Returns for 5 years | 72.19 | 91.36 | 79% |
| Returns for 10 years | 38.34 | 178.92 | 21% |
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