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FIDLX vs VTSMX
FIDLX vs VTSMX Comparison
Open Charts FIDLX vs VTSMX
Fidelity Advisor Large Cap Z
Price$60.14
Change-$0.38 (-0.63%)
VolumeN/A
Net Assets1.92B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
FIDLX vs VTSMX Comparison Chart in %
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FIDLX vs. VTSMX commentary
Sep 08, 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: 1.95T vs. FIDLX (1.92B). VTSMX pays higher dividends than FIDLX: VTSMX (1.07) vs FIDLX (0.68). 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 : 20.30 vs. VTSMX (18.03). FIDLX return over 5 years is better than : 104.72 vs. VTSMX (84.94).
| 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 | 17.369 | 10.330 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 1.95T | 0% |
| Annual Yield % from dividends | 0.68 | 1.07 | 63% |
| Returns for 1 year | 20.30 | 18.03 | 113% |
| Returns for 3 years | 74.22 | 63.63 | 117% |
| Returns for 5 years | 104.72 | 84.94 | 123% |
| Returns for 10 years | N/A | 224.15 | - |
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