Interact to see
Advertisement
Advertisement
FTRIX vs VTSMX
FTRIX vs VTSMX Comparison
Open Charts FTRIX vs VTSMX
Fidelity Advisor Mega Cap Stock I
Price$29.09
Change+$0.24 (+0.83%)
VolumeN/A
Net Assets4.21B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
FTRIX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTRIX vs. VTSMX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. FTRIX (4.22B). VTSMX pays higher dividends than FTRIX: VTSMX (1.12) vs FTRIX (0.91). FTRIX was incepted earlier than VTSMX: FTRIX (17 years) vs VTSMX (33 years). FTRIX (0.60) is less costly to investors than VTSMX (0.14). FTRIX is a more actively managed with annual turnover of: 9.00 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 : 17.57 vs. VTSMX (13.89). FTRIX return over 5 years is better than : 120.96 vs. VTSMX (95.59).
| FTRIX | VTSMX | FTRIX / VTSMX | |
| Total Expense Ratio | 0.60 | 0.14 | 429% |
| Annual Report Gross Expense Ratio | 0.60 | 0.14 | 429% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 13.279 | 6.421 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.22B | 1.82T | 0% |
| Annual Yield % from dividends | 0.91 | 1.12 | 82% |
| Returns for 1 year | 17.57 | 13.89 | 127% |
| Returns for 3 years | 81.60 | 62.08 | 131% |
| Returns for 5 years | 120.96 | 95.59 | 127% |
| Returns for 10 years | 86.53 | 198.05 | 44% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement