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FGRTX vs VFIAX
FGRTX vs VFIAX Comparison
Open Charts FGRTX vs VFIAX
Vanguard 500 Index Admiral
Price$581.73
Change-$2.84 (-0.49%)
VolumeN/A
Net Assets1.49T
FGRTX vs VFIAX Comparison Chart in %
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FGRTX vs. VFIAX commentary
Aug 06, 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 FGRTX is a Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. FGRTX (4.55B). VFIAX pays higher dividends than FGRTX: VFIAX (1.18) vs FGRTX (0.89). FGRTX was incepted earlier than VFIAX: FGRTX (27 years) vs VFIAX (25 years). FGRTX (0.59) is less costly to investors than VFIAX (0.04). FGRTX is a more actively managed with annual turnover of: 9.00 vs. VFIAX (2.00). FGRTX has a lower initial minimum investment than VFIAX: FGRTX (0) vs VFIAX (3000). FGRTX annual gain was more profitable for investors over the last year : 28.36 vs. VFIAX (22.12). FGRTX return over 5 years is better than : 111.97 vs. VFIAX (89.12).
| FGRTX | VFIAX | FGRTX / VFIAX | |
| Total Expense Ratio | 0.59 | 0.04 | 1,475% |
| Annual Report Gross Expense Ratio | 0.59 | 0.04 | 1,475% |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | 15.205 | 7.727 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 1.49T | 0% |
| Annual Yield % from dividends | 0.89 | 1.18 | 75% |
| Returns for 1 year | 28.36 | 22.12 | 128% |
| Returns for 3 years | 77.97 | 52.79 | 148% |
| Returns for 5 years | 111.97 | 89.12 | 126% |
| Returns for 10 years | 94.19 | 204.84 | 46% |
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