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FSUMX vs VTSMX
FSUMX vs VTSMX Comparison
Open Charts FSUMX vs VTSMX
Fidelity Series Sustainable U.S. Market
Price$14.90
Change+$0.12 (+0.81%)
VolumeN/A
Net Assets39.61M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
FSUMX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. FSUMX (39.6M). FSUMX (1.15) and VTSMX (1.12) have matching dividends . FSUMX was incepted earlier than VTSMX: FSUMX (2 years) vs VTSMX (33 years). VTSMX (0.14) is less costly to investors than FSUMX (0.07). FSUMX is a more actively managed with annual turnover of: 27.00 vs. VTSMX (2.00). FSUMX has a lower initial minimum investment than VTSMX: FSUMX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. FSUMX (12.33).
| FSUMX | VTSMX | FSUMX / VTSMX | |
| Total Expense Ratio | 0.00 | 0.14 | - |
| Annual Report Gross Expense Ratio | 0.07 | 0.14 | 50% |
| Fund Existence | 2 years | 33 years | - |
| Gain YTD | 6.355 | 6.421 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6M | 1.82T | 0% |
| Annual Yield % from dividends | 1.15 | 1.12 | 103% |
| Returns for 1 year | 12.33 | 13.89 | 89% |
| Returns for 3 years | N/A | 62.08 | - |
| Returns for 5 years | N/A | 95.59 | - |
| Returns for 10 years | N/A | 198.05 | - |
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