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FIDLX vs VTSMX
FIDLX vs VTSMX Comparison
Open Charts FIDLX vs VTSMX
Fidelity Advisor Large Cap Z
Price$59.90
Change-$0.16 (-0.27%)
VolumeN/A
Net Assets1.85B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
FIDLX vs VTSMX Comparison Chart in %
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FIDLX 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 FIDLX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. FIDLX (1.85B). VTSMX pays higher dividends than FIDLX: VTSMX (1.09) vs FIDLX (0.69). FIDLX was incepted earlier than VTSMX: FIDLX (9 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 : 18.48 vs. VTSMX (16.21). FIDLX return over 5 years is better than : 102.85 vs. VTSMX (85.82).
| FIDLX | VTSMX | FIDLX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 16.901 | 9.266 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 1.91T | 0% |
| Annual Yield % from dividends | 0.69 | 1.09 | 63% |
| Returns for 1 year | 18.48 | 16.21 | 114% |
| Returns for 3 years | 60.42 | 46.80 | 129% |
| Returns for 5 years | 102.85 | 85.82 | 120% |
| Returns for 10 years | N/A | 202.54 | - |
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