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FSEPX vs VTSMX
FSEPX vs VTSMX Comparison
Open Charts FSEPX vs VTSMX
Fidelity Advisor Sustainable U.S. Eq M
Price$14.79
Change-$0.29 (-1.92%)
VolumeN/A
Net Assets30.59M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
FSEPX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. FSEPX (30.6M). VTSMX pays higher dividends than FSEPX: VTSMX (1.02) 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 : 13.42 vs. FSEPX (12.30).
| 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 | 14.787 | 15.972 | 93% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.6M | 2.05T | 0% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | 12.30 | 13.42 | 92% |
| Returns for 3 years | 63.03 | 68.22 | 92% |
| Returns for 5 years | N/A | 83.98 | - |
| Returns for 10 years | N/A | 235.40 | - |
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