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FGRIX vs VTSMX
FGRIX vs VTSMX Comparison
Open Charts FGRIX vs VTSMX
Fidelity Growth & Income
Price$58.94
Change+$0.76 (+1.31%)
VolumeN/A
Net Assets10.79B
Vanguard Total Stock Mkt Idx I
Price$128.24
Change+$2.12 (+1.68%)
VolumeN/A
Net Assets1.7T
FGRIX vs VTSMX Comparison Chart
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FGRIX vs. VTSMX commentary
Apr 24, 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 FGRIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. FGRIX (10.8B). FGRIX pays higher dividends than VTSMX: FGRIX (1.36) vs VTSMX (1.25). FGRIX was incepted earlier than VTSMX: FGRIX (39 years) vs VTSMX (33 years). FGRIX (0.54) is less costly to investors than VTSMX (0.14). FGRIX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). FGRIX has a lower initial minimum investment than VTSMX: FGRIX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 3.51 vs. FGRIX (0.11). FGRIX (85.60) and VTSMX (83.68) have equivalent 5 years return.
| FGRIX | VTSMX | FGRIX / VTSMX | |
| Total Expense Ratio | 0.54 | 0.14 | 386% |
| Annual Report Gross Expense Ratio | 0.54 | 0.14 | 386% |
| Fund Existence | 39 years | 33 years | - |
| Gain YTD | -5.659 | -10.527 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 1.7T | 1% |
| Annual Yield % from dividends | 1.36 | 1.25 | 109% |
| Returns for 1 year | 0.11 | 3.51 | 3% |
| Returns for 3 years | 21.44 | 21.32 | 101% |
| Returns for 5 years | 85.60 | 83.68 | 102% |
| Returns for 10 years | 104.19 | 144.72 | 72% |
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