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FSTMX Fidelity® Total Market Index Investor

2 lower fee alternatives found

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Fund FSTMX Fidelity® Total Market Index Investor VTI Vanguard Total Stock Market ETF VTSAX Vanguard Total Stock Mkt Idx Adm  
Similarity
?
100% 97% 97%
Annual Fees
?
$9.52
(0.09% Exp. Ratio)
$5.29
(0.05% Exp. Ratio)
$5.29
(0.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$51,733.53 $52,358.51 $52,358.51
Est. savings over 30 yrs +$624.98 +$624.98
Return
As of 11/30/16
1 YR RETURN 8.20%
3 YR 8.56%
5 YR 14.28%
10 YR 7.04%
1 YR RETURN 8.28%
3 YR 8.63%
5 YR 14.37%
10 YR 7.15%
1 YR RETURN 8.28%
3 YR 8.64%
5 YR 14.37%
10 YR 7.14%
Description
The investment seeks to provide investment results that correspond to the total return of a broad range of United States stocks. The fund normally invests at least 80% of assets in common stocks included in the Dow Jones U.S. Total Stock Market IndexSM, which represents the performance of a broad range of U.S. stocks. It uses statistical sampling techniques based on such factors as capitalization, industry exposures, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, and earnings growth to attempt to replicate the returns of the index using a smaller number of securities.
The investment seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The fund employs an indexing investment approach designed to track the performance of the CRSP US Total Market Index, which represents approximately 100% of the investable U.S. stock market and includes large-, mid-, small-, and micro-cap stocks regularly traded on the New York Stock Exchange and Nasdaq. It invests by sampling the index, meaning that it holds a broadly diversified collection of securities that, in the aggregate, approximates the full index in terms of key characteristics.
The investment seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The fund employs an indexing investment approach designed to track the performance of the CRSP US Total Market Index, which represents approximately 100% of the investable U.S. stock market and includes large-, mid-, small-, and micro-cap stocks regularly traded on the New York Stock Exchange and Nasdaq. It invests by sampling the index, meaning that it holds a broadly diversified collection of securities that, in the aggregate, approximates the full index in terms of key characteristics.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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