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FGRTX vs VTSAX
FGRTX vs VTSAX Comparison
Open Charts FGRTX vs VTSAX
Fidelity Mega Cap Stock
Price$26.06
Change-$0.24 (-0.91%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
FGRTX vs VTSAX Comparison Chart
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FGRTX vs. VTSAX commentary
Nov 18, 2024
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 VTSAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. FGRTX (3.34B). VTSAX pays higher dividends than FGRTX: VTSAX (1.35) vs FGRTX (0.94). FGRTX was incepted earlier than VTSAX: FGRTX (26 years) vs VTSAX (24 years). FGRTX is a more actively managed with annual turnover of: 18.00 vs. VTSAX (2.00). FGRTX has a lower initial minimum investment than VTSAX: FGRTX (0) vs VTSAX (3000). FGRTX (30.85) and VTSAX (30.54) have marching annual gain over last year. VTSAX return over 5 years is better than : 83.75 vs. FGRTX (76.94).
| FGRTX | VTSAX | FGRTX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 25.116 | 22.422 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.34B | 1.73T | 0% |
| Annual Yield % from dividends | 0.94 | 1.35 | 69% |
| Returns for 1 year | 30.85 | 30.54 | 101% |
| Returns for 3 years | 37.72 | 19.92 | 189% |
| Returns for 5 years | 76.94 | 83.75 | 92% |
| Returns for 10 years | 65.95 | 186.74 | 35% |
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