Interact to see
Advertisement
Advertisement
FGTAX vs VTSMX
FGTAX vs VTSMX Comparison
Open Charts FGTAX vs VTSMX
Fidelity Advisor Mega Cap Stock A
Price$29.68
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets4.93B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
FGTAX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FGTAX vs. VTSMX commentary
Oct 19, 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 FGTAX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. FGTAX (4.93B). VTSMX pays higher dividends than FGTAX: VTSMX (1.04) vs FGTAX (0.66). FGTAX was incepted earlier than VTSMX: FGTAX (18 years) vs VTSMX (34 years). FGTAX (0.86) is less costly to investors than VTSMX (0.14). FGTAX is a more actively managed with annual turnover of: 15.00 vs. VTSMX (2.00). FGTAX has a lower initial minimum investment than VTSMX: FGTAX (0) vs VTSMX (3000). FGTAX annual gain was more profitable for investors over the last year : 17.63 vs. VTSMX (13.79). FGTAX return over 5 years is better than : 118.88 vs. VTSMX (84.86).
| FGTAX | VTSMX | FGTAX / VTSMX | |
| Total Expense Ratio | 0.86 | 0.14 | 614% |
| Annual Report Gross Expense Ratio | 0.86 | 0.14 | 614% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 18.204 | 13.012 | 140% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.93B | 2.02T | 0% |
| Annual Yield % from dividends | 0.66 | 1.04 | 63% |
| Returns for 1 year | 17.63 | 13.79 | 128% |
| Returns for 3 years | 92.63 | 76.02 | 122% |
| Returns for 5 years | 118.88 | 84.86 | 140% |
| Returns for 10 years | 101.03 | 225.10 | 45% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers