FSEVX vs VSMAX

Both FSEVX and VSMAX are mutual funds. FSEVX has a lower 5-year return than VSMAX (8.46% vs 9.11%). FSEVX has a higher expense ratio than VSMAX (0.07% vs 0.05%). Below is the comparison between FSEVX and VSMAX.

FSEVX VSMAX
Segment U.S. Equity: Mid-Cap Blend U.S. Equity: Small Blend
Issuer Fidelity Investments Vanguard
Net Assets $17.59B $37.59B
Expense Ratio 0.07% 0.05%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.28% 1.45%
Minimum Investment $10,000.00 $10,000.00
YTD Return -0.41% -0.64%
1-Year Return 2.98% 5.81%
3-Year Return 10.11% 6.10%
5-Year Return 8.46% 9.11%
10-Year Return 13.81% 11.12%

FSEVX description

The Fund seeks to provide investment results corresponding to the total return of stocks of mid-to small-capitalization United States companies. The Fund invests at least 80% of its assets in common stocks included in the Wilshire 4500 Completion Index.

FSEVX performance & returns

YTD Return -0.41%
1-Month Return -10.08%
3-Month Return -7.66%
1-Year Return 2.98%
3-Year Return 10.11%
5-Year Return 8.46%
10-Year Return 13.81%
FSEVX expense ratio is 0.07%.

FSEVX holdings

Top 10 Holdings (4.74% of Total Assets)

Name Symbol % Assets
Tesla Inc TSLA 0.67%
ServiceNow Inc NOW 0.65%
Worldpay Inc Class A WP 0.57%
Square Inc A SQ 0.56%
Las Vegas Sands Corp LVS 0.41%
Workday Inc Class A WDAY 0.40%
T-Mobile US Inc TMUS 0.40%
Palo Alto Networks Inc PANW 0.39%
Dell-VMWare Tracking Stock V DVMT 0.36%
Splunk Inc SPLK 0.33%

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VSMAX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Index, a broadly diversified index of stocks of small U.S. companies.

VSMAX performance & returns

YTD Return -0.64%
1-Month Return 8.14%
3-Month Return 8.90%
1-Year Return 5.81%
3-Year Return 6.10%
5-Year Return 9.11%
10-Year Return 11.12%
VSMAX expense ratio is 0.05%.

VSMAX holdings

Top 10 Holdings (4.24% of Total Assets)

Name Symbol % Assets
Coupa Software Inc COUP 0.58%
EPAM Systems Inc EPAM 0.46%
Horizon Therapeutics PLC HZNP 0.44%
Teladoc Health Inc TDOC 0.43%
Zebra Technologies Corp ZBRA 0.40%
Peloton Interactive Inc PTON 0.40%
Catalent Inc CTLT 0.40%
Insulet Corp PODD 0.38%
Etsy Inc ETSY 0.38%
Teradyne Inc TER 0.37%

Other relevant VSMAX comparisons

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