FGRTX
Price
$28.07
Change
+$0.29 (+1.04%)
Updated
Jun 24 closing price
Net Assets
3.9B
VTSAX
Price
$145.88
Change
+$1.66 (+1.15%)
Updated
Jun 24 closing price
Net Assets
1.82T
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FGRTX vs VTSAX

Header iconFGRTX vs VTSAX Comparison
Open Charts FGRTX vs VTSAXBanner chart's image
Fidelity Mega Cap Stock
Price$28.07
Change+$0.29 (+1.04%)
VolumeN/A
Net Assets3.9B
Vanguard Total Stock Mkt Idx Adm
Price$145.88
Change+$1.66 (+1.15%)
VolumeN/A
Net Assets1.82T
FGRTX vs VTSAX Comparison Chart in %
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FGRTX vs. VTSAX commentary
Jun 26, 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. FGRTX (3.9B). VTSAX pays higher dividends than FGRTX: VTSAX (1.28) vs FGRTX (0.97). FGRTX was incepted earlier than VTSAX: FGRTX (27 years) vs VTSAX (25 years). FGRTX (0.59) is less costly to investors than VTSAX (0.04). FGRTX is a more actively managed with annual turnover of: 9.00 vs. VTSAX (2.00). FGRTX has a lower initial minimum investment than VTSAX: FGRTX (0) vs VTSAX (3000). FGRTX annual gain was more profitable for investors over the last year : 14.29 vs. VTSAX (10.75). FGRTX return over 5 years is better than : 112.33 vs. VTSAX (91.07).
FGRTXVTSAXFGRTX / VTSAX
Total Expense Ratio0.590.041,475%
Annual Report Gross Expense Ratio0.590.041,475%
Fund Existence27 years25 years-
Gain YTD8.3042.294362%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.9B1.82T0%
Annual Yield % from dividends0.971.2876%
Returns for 1 year14.2910.75133%
Returns for 3 years69.8652.28134%
Returns for 5 years112.3391.07123%
Returns for 10 years74.95182.5241%
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