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FGTAX vs VTSMX
FGTAX vs VTSMX Comparison
Open Charts FGTAX vs VTSMX
Fidelity Advisor Mega Cap Stock A
Price$28.65
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets4.55B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
FGTAX vs VTSMX Comparison Chart in %
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FGTAX vs. VTSMX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. FGTAX (4.55B). VTSMX pays higher dividends than FGTAX: VTSMX (1.09) vs FGTAX (0.69). FGTAX was incepted earlier than VTSMX: FGTAX (18 years) vs VTSMX (33 years). FGTAX (0.87) is less costly to investors than VTSMX (0.14). FGTAX is a more actively managed with annual turnover of: 9.00 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 : 19.92 vs. VTSMX (16.21). FGTAX return over 5 years is better than : 110.85 vs. VTSMX (85.82).
| FGTAX | VTSMX | FGTAX / VTSMX | |
| Total Expense Ratio | 0.87 | 0.14 | 621% |
| Annual Report Gross Expense Ratio | 0.87 | 0.14 | 621% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 14.102 | 9.266 | 152% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 1.91T | 0% |
| Annual Yield % from dividends | 0.69 | 1.09 | 63% |
| Returns for 1 year | 19.92 | 16.21 | 123% |
| Returns for 3 years | 67.97 | 46.80 | 145% |
| Returns for 5 years | 110.85 | 85.82 | 129% |
| Returns for 10 years | 87.49 | 202.54 | 43% |
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