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FSUMX vs VTSAX
FSUMX vs VTSAX Comparison
Open Charts FSUMX vs VTSAX
Fidelity Series Sustainable U.S. Market
Price$16.75
Change+$0.71 (+4.43%)
VolumeN/A
Net Assets53.36M
Vanguard Total Stock Mkt Idx Adm
Price$165.45
Change+$4.47 (+2.78%)
VolumeN/A
Net Assets2.06T
FSUMX vs VTSAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. FSUMX (53.4M). VTSAX pays higher dividends than FSUMX: VTSAX (1.09) vs FSUMX (1.02). FSUMX was incepted earlier than VTSAX: FSUMX (3 years) vs VTSAX (25 years). FSUMX (0.07) is less costly to investors than VTSAX (0.04). FSUMX is a more actively managed with annual turnover of: 27.00 vs. VTSAX (2.00). FSUMX has a lower initial minimum investment than VTSAX: FSUMX (0) vs VTSAX (3000). FSUMX annual gain was more profitable for investors over the last year : 18.96 vs. VTSAX (14.80).
| FSUMX | VTSAX | FSUMX / VTSAX | |
| Total Expense Ratio | 0.00 | 0.04 | - |
| Annual Report Gross Expense Ratio | 0.07 | 0.04 | 175% |
| Fund Existence | 3 years | 25 years | - |
| Gain YTD | 2.614 | 1.379 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.4M | 2.06T | 0% |
| Annual Yield % from dividends | 1.02 | 1.09 | 93% |
| Returns for 1 year | 18.96 | 14.80 | 128% |
| Returns for 3 years | N/A | 64.03 | - |
| Returns for 5 years | N/A | 68.23 | - |
| Returns for 10 years | N/A | 270.92 | - |
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