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FTRIX vs VTSMX
FTRIX vs VTSMX Comparison
Open Charts FTRIX vs VTSMX
Fidelity Advisor Mega Cap Stock I
Price$31.18
Change+$0.14 (+0.45%)
VolumeN/A
Net Assets5.46B
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
FTRIX vs VTSMX Comparison Chart in %
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FTRIX vs. VTSMX commentary
Dec 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FTRIX is a Buy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. FTRIX (5.46B). VTSMX pays higher dividends than FTRIX: VTSMX (1.02) vs FTRIX (0.85). FTRIX was incepted earlier than VTSMX: FTRIX (18 years) vs VTSMX (34 years). FTRIX (0.59) is less costly to investors than VTSMX (0.14). FTRIX is a more actively managed with annual turnover of: 15.00 vs. VTSMX (2.00). FTRIX has a lower initial minimum investment than VTSMX: FTRIX (0) vs VTSMX (3000). FTRIX annual gain was more profitable for investors over the last year : 16.45 vs. VTSMX (11.43). FTRIX return over 5 years is better than : 102.04 vs. VTSMX (77.17).
| FTRIX | VTSMX | FTRIX / VTSMX | |
| Total Expense Ratio | 0.59 | 0.14 | 421% |
| Annual Report Gross Expense Ratio | 0.59 | 0.14 | 421% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 20.515 | 15.489 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.46B | 2.05T | 0% |
| Annual Yield % from dividends | 0.85 | 1.02 | 84% |
| Returns for 1 year | 16.45 | 11.43 | 144% |
| Returns for 3 years | 77.13 | 64.40 | 120% |
| Returns for 5 years | 102.04 | 77.17 | 132% |
| Returns for 10 years | 103.30 | 223.01 | 46% |
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