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FTRIX vs VTSMX
FTRIX vs VTSMX Comparison
Open Charts FTRIX vs VTSMX
Fidelity Advisor Mega Cap Stock I
Price$30.29
Change+$0.13 (+0.43%)
VolumeN/A
Net Assets4.93B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
FTRIX vs VTSMX Comparison Chart in %
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FTRIX vs. VTSMX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. FTRIX (4.93B). VTSMX pays higher dividends than FTRIX: VTSMX (1.04) vs FTRIX (0.87). 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 : 17.97 vs. VTSMX (13.79). FTRIX return over 5 years is better than : 122.31 vs. VTSMX (84.86).
| 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 | 18.481 | 13.012 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.93B | 2.02T | 0% |
| Annual Yield % from dividends | 0.87 | 1.04 | 84% |
| Returns for 1 year | 17.97 | 13.79 | 130% |
| Returns for 3 years | 94.36 | 76.02 | 124% |
| Returns for 5 years | 122.31 | 84.86 | 144% |
| Returns for 10 years | 106.04 | 225.10 | 47% |
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