FGRTX
Price
$26.62
Change
+$0.24 (+0.91%)
Updated
May 13 closing price
Net Assets
3.54B
VSMPX
Price
$264.21
Change
+$1.93 (+0.74%)
Updated
May 13 closing price
Net Assets
1.72T
Ad is loading...

FGRTX vs VSMPX

Header iconFGRTX vs VSMPX Comparison
Open Charts FGRTX vs VSMPXBanner chart's image
Fidelity Mega Cap Stock
Price$26.62
Change+$0.24 (+0.91%)
VolumeN/A
Net Assets3.54B
Vanguard Total Stock Mkt Idx Instl Pls
Price$264.21
Change+$1.93 (+0.74%)
VolumeN/A
Net Assets1.72T
FGRTX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
FGRTX vs. VSMPX commentary
May 14, 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 Buy and VSMPX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. FGRTX (3.54B). VSMPX pays higher dividends than FGRTX: VSMPX (1.37) vs FGRTX (1.05). FGRTX was incepted earlier than VSMPX: FGRTX (26 years) vs VSMPX (10 years). FGRTX (0.59) is less costly to investors than VSMPX (0.02). FGRTX is a more actively managed with annual turnover of: 9.00 vs. VSMPX (2.00). FGRTX has a lower initial minimum investment than VSMPX: FGRTX (0) vs VSMPX (100000000). FGRTX annual gain was more profitable for investors over the last year : 12.51 vs. VSMPX (11.43). FGRTX return over 5 years is better than : 123.08 vs. VSMPX (101.59).
FGRTXVSMPXFGRTX / VSMPX
Total Expense Ratio0.590.022,950%
Annual Report Gross Expense Ratio0.590.022,950%
Fund Existence26 years10 years-
Gain YTD2.846-0.838-340%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.54B1.72T0%
Annual Yield % from dividends1.051.3777%
Returns for 1 year12.5111.43109%
Returns for 3 years56.0543.38129%
Returns for 5 years123.08101.59121%
Returns for 10 years64.59162.9240%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
MPAA10.160.33
+3.36%
Motorcar Parts of America
CLW28.480.77
+2.78%
Clearwater Paper Corp
HTGC17.710.36
+2.07%
Hercules Capital
CW395.157.78
+2.01%
Curtiss-Wright Corp
LIDR0.66N/A
-0.15%
AEye