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FIDLX vs VTSMX
FIDLX vs VTSMX Comparison
Open Charts FIDLX vs VTSMX
Fidelity Advisor Large Cap Z
Price$54.86
Change-$0.64 (-1.15%)
VolumeN/A
Net Assets1.63B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
FIDLX vs VTSMX Comparison Chart
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FIDLX vs. VTSMX commentary
Jun 16, 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 FIDLX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. FIDLX (1.63B). VTSMX pays higher dividends than FIDLX: VTSMX (1.18) vs FIDLX (0.75). FIDLX was incepted earlier than VTSMX: FIDLX (8 years) vs VTSMX (33 years). FIDLX (0.70) is less costly to investors than VTSMX (0.14). FIDLX is a more actively managed with annual turnover of: 18.00 vs. VTSMX (2.00). FIDLX has a lower initial minimum investment than VTSMX: FIDLX (0) vs VTSMX (3000). FIDLX annual gain was more profitable for investors over the last year : 11.17 vs. VTSMX (10.06). FIDLX return over 5 years is better than : 101.78 vs. VTSMX (91.36).
| FIDLX | VTSMX | FIDLX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 7.065 | 1.349 | 524% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 1.82T | 0% |
| Annual Yield % from dividends | 0.75 | 1.18 | 64% |
| Returns for 1 year | 11.17 | 10.06 | 111% |
| Returns for 3 years | 63.23 | 57.59 | 110% |
| Returns for 5 years | 101.78 | 91.36 | 111% |
| Returns for 10 years | N/A | 178.92 | - |
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