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FSEPX vs VTSMX
FSEPX vs VTSMX Comparison
Open Charts FSEPX vs VTSMX
Fidelity Advisor Sustainable U.S. Eq M
Price$14.59
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets29.53M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
FSEPX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. FSEPX (29.5M). VTSMX pays higher dividends than FSEPX: VTSMX (1.04) vs FSEPX (0.00). FSEPX was incepted earlier than VTSMX: FSEPX (4 years) vs VTSMX (34 years). FSEPX (1.71) is less costly to investors than VTSMX (0.14). FSEPX is a more actively managed with annual turnover of: 64.00 vs. VTSMX (2.00). FSEPX has a lower initial minimum investment than VTSMX: FSEPX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.79 vs. FSEPX (10.22).
| FSEPX | VTSMX | FSEPX / VTSMX | |
| Total Expense Ratio | 1.40 | 0.14 | 1,000% |
| Annual Report Gross Expense Ratio | 1.71 | 0.14 | 1,221% |
| Fund Existence | 4 years | 34 years | - |
| Gain YTD | 10.976 | 13.012 | 84% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5M | 2.02T | 0% |
| Annual Yield % from dividends | 0.00 | 1.04 | - |
| Returns for 1 year | 10.22 | 13.79 | 74% |
| Returns for 3 years | 72.51 | 76.02 | 95% |
| Returns for 5 years | N/A | 84.86 | - |
| Returns for 10 years | N/A | 225.10 | - |
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