FGRTX
Price
$34.98
Change
+$0.39 (+1.13%)
Updated
Jul 31 closing price
Net Assets
7.17B
VSMPX
Price
$336.32
Change
+$1.92 (+0.57%)
Updated
Jul 31 closing price
Net Assets
2.3T
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FGRTX vs VSMPX

FGRTX vs VSMPX Comparison Chart in %
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VS
FGRTX vs. VSMPX commentary
Aug 03, 2026

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.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.3T vs. FGRTX (7.17B). VSMPX pays higher dividends than FGRTX: VSMPX (1.07) vs FGRTX (0.73). FGRTX was incepted earlier than VSMPX: FGRTX (28 years) vs VSMPX (11 years). FGRTX (0.58) is less costly to investors than VSMPX (0.02). FGRTX is a more actively managed with annual turnover of: 15.00 vs. VSMPX (3.00). FGRTX has a lower initial minimum investment than VSMPX: FGRTX (0) vs VSMPX (100000000). FGRTX (19.08) and VSMPX (18.52) have marching annual gain over last year. FGRTX return over 5 years is better than : 91.64 vs. VSMPX (63.19).
FGRTXVSMPXFGRTX / VSMPX
Total Expense Ratio0.580.022,900%
Annual Report Gross Expense Ratio0.580.022,900%
Fund Existence28 years11 years-
Gain YTD11.9369.883121%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.17B2.3T0%
Annual Yield % from dividends0.731.0768%
Returns for 1 year19.0818.52103%
Returns for 3 years77.0762.22124%
Returns for 5 years91.6463.19145%
Returns for 10 years132.15235.8656%
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