Interact to see
Advertisement
Advertisement
FULVX vs VTSMX
FULVX vs VTSMX Comparison
Open Charts FULVX vs VTSMX
Fidelity U.S. Low Volatility Equity
Price$11.83
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets36.14M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
FULVX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. FULVX (36.1M). VTSMX pays higher dividends than FULVX: VTSMX (1.09) vs FULVX (0.84). FULVX was incepted earlier than VTSMX: FULVX (6 years) vs VTSMX (33 years). FULVX (0.82) is less costly to investors than VTSMX (0.14). FULVX is a more actively managed with annual turnover of: 84.00 vs. VTSMX (2.00). FULVX has a lower initial minimum investment than VTSMX: FULVX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.21 vs. FULVX (-0.65). VTSMX return over 5 years is better than : 85.82 vs. FULVX (19.33).
| FULVX | VTSMX | FULVX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.82 | 0.14 | 586% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | -0.047 | 9.266 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.1M | 1.91T | 0% |
| Annual Yield % from dividends | 0.84 | 1.09 | 77% |
| Returns for 1 year | -0.65 | 16.21 | -4% |
| Returns for 3 years | 12.91 | 46.80 | 28% |
| Returns for 5 years | 19.33 | 85.82 | 23% |
| Returns for 10 years | N/A | 202.54 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement