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FSEPX vs VTSMX
FSEPX vs VTSMX Comparison
Open Charts FSEPX vs VTSMX
Fidelity Advisor Sustainable U.S. Eq M
Price$14.21
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets28.75M
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
FSEPX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. FSEPX (28.7M). VTSMX pays higher dividends than FSEPX: VTSMX (1.07) vs FSEPX (0.00). FSEPX was incepted earlier than VTSMX: FSEPX (4 years) vs VTSMX (33 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 : 18.03 vs. FSEPX (14.04).
| 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 | 33 years | - |
| Gain YTD | 8.308 | 10.330 | 80% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.7M | 1.95T | 0% |
| Annual Yield % from dividends | 0.00 | 1.07 | - |
| Returns for 1 year | 14.04 | 18.03 | 78% |
| Returns for 3 years | 61.31 | 63.63 | 96% |
| Returns for 5 years | N/A | 84.94 | - |
| Returns for 10 years | N/A | 224.15 | - |
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