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FSUMX vs VTSMX
FSUMX vs VTSMX Comparison
Open Charts FSUMX vs VTSMX
Fidelity Series Sustainable U.S. Market
Price$16.75
Change+$0.71 (+4.43%)
VolumeN/A
Net Assets53.36M
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
FSUMX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. FSUMX (53.4M). FSUMX (1.02) and VTSMX (1.00) have matching dividends . FSUMX was incepted earlier than VTSMX: FSUMX (3 years) vs VTSMX (34 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). FSUMX annual gain was more profitable for investors over the last year : 18.96 vs. VTSMX (14.79).
| FSUMX | VTSMX | FSUMX / VTSMX | |
| Total Expense Ratio | 0.00 | 0.14 | - |
| Annual Report Gross Expense Ratio | 0.07 | 0.14 | 50% |
| Fund Existence | 3 years | 34 years | - |
| Gain YTD | 2.614 | 1.373 | 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 | 1.00 | 101% |
| Returns for 1 year | 18.96 | 14.79 | 128% |
| Returns for 3 years | N/A | 63.99 | - |
| Returns for 5 years | N/A | 68.19 | - |
| Returns for 10 years | N/A | 270.18 | - |
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