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FGTAX vs VTSMX
FGTAX vs VTSMX Comparison
Open Charts FGTAX vs VTSMX
Fidelity Advisor Mega Cap Stock A
Price$29.92
Change-$0.47 (-1.55%)
VolumeN/A
Net Assets5.27B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
FGTAX vs VTSMX Comparison Chart in %
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FGTAX vs. VTSMX commentary
Nov 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 FGTAX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. FGTAX (5.27B). VTSMX pays higher dividends than FGTAX: VTSMX (1.02) vs FGTAX (0.64). 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 : 17.86 vs. VTSMX (13.42). FGTAX return over 5 years is better than : 110.75 vs. VTSMX (83.98).
| 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 | 20.992 | 15.972 | 131% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.27B | 2.05T | 0% |
| Annual Yield % from dividends | 0.64 | 1.02 | 63% |
| Returns for 1 year | 17.86 | 13.42 | 133% |
| Returns for 3 years | 79.24 | 68.22 | 116% |
| Returns for 5 years | 110.75 | 83.98 | 132% |
| Returns for 10 years | 105.64 | 235.40 | 45% |
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