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FDGTX vs VTSMX
FDGTX vs VTSMX Comparison
Open Charts FDGTX vs VTSMX
Fidelity Advisor Dividend Growth M
Price$23.25
Change+$0.21 (+0.91%)
VolumeN/A
Net Assets1.82B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
FDGTX vs VTSMX Comparison Chart in %
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FDGTX vs. VTSMX commentary
Jul 05, 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 FDGTX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. FDGTX (1.82B). VTSMX pays higher dividends than FDGTX: VTSMX (1.12) vs FDGTX (0.38). FDGTX was incepted earlier than VTSMX: FDGTX (27 years) vs VTSMX (33 years). FDGTX (1.34) is less costly to investors than VTSMX (0.14). FDGTX is a more actively managed with annual turnover of: 69.00 vs. VTSMX (2.00). FDGTX has a lower initial minimum investment than VTSMX: FDGTX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. FDGTX (4.36). VTSMX return over 5 years is better than : 95.59 vs. FDGTX (74.78).
| FDGTX | VTSMX | FDGTX / VTSMX | |
| Total Expense Ratio | 1.34 | 0.14 | 957% |
| Annual Report Gross Expense Ratio | 1.34 | 0.14 | 957% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 8.645 | 6.421 | 135% |
| Front Load | 4% | 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 | 0.38 | 1.12 | 34% |
| Returns for 1 year | 4.36 | 13.89 | 31% |
| Returns for 3 years | 38.98 | 62.08 | 63% |
| Returns for 5 years | 74.78 | 95.59 | 78% |
| Returns for 10 years | 36.84 | 198.05 | 19% |
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