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FIDLX vs VTSMX
FIDLX vs VTSMX Comparison
Open Charts FIDLX vs VTSMX
Fidelity Advisor Large Cap Z
Price$59.91
Change+$0.22 (+0.37%)
VolumeN/A
Net Assets1.75B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
FIDLX vs VTSMX Comparison Chart in %
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FIDLX vs. VTSMX commentary
Jul 27, 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 (1.75B). VTSMX pays higher dividends than FIDLX: VTSMX (1.12) vs FIDLX (0.71). 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 : 21.14 vs. VTSMX (17.75). FIDLX return over 5 years is better than : 113.84 vs. VTSMX (93.51).
| 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 | 16.920 | 8.287 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 1.91T | 0% |
| Annual Yield % from dividends | 0.71 | 1.12 | 64% |
| Returns for 1 year | 21.14 | 17.75 | 119% |
| Returns for 3 years | 73.26 | 60.60 | 121% |
| Returns for 5 years | 113.84 | 93.51 | 122% |
| Returns for 10 years | N/A | 200.97 | - |
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