FGRTX
Price
$29.15
Change
-$0.10 (-0.34%)
Updated
Jul 15 closing price
Net Assets
4.21B
VTSAX
Price
$149.59
Change
+$0.57 (+0.38%)
Updated
Jul 16 closing price
Net Assets
1.91T
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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$29.15
Change-$0.10 (-0.34%)
VolumeN/A
Net Assets4.21B
Vanguard Total Stock Mkt Idx Adm
Price$149.59
Change+$0.57 (+0.38%)
VolumeN/A
Net Assets1.91T
FGRTX vs VTSAX Comparison Chart in %
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FGRTX vs. VTSAX commentary
Jul 17, 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: 1.91T vs. FGRTX (4.22B). VTSAX pays higher dividends than FGRTX: VTSAX (1.21) vs FGRTX (0.92). 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 : 17.66 vs. VTSAX (9.80). FGRTX return over 5 years is better than : 116.47 vs. VTSAX (88.40).
FGRTXVTSAXFGRTX / VTSAX
Total Expense Ratio0.590.041,475%
Annual Report Gross Expense Ratio0.590.041,475%
Fund Existence27 years25 years-
Gain YTD14.0355.714246%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.22B1.91T0%
Annual Yield % from dividends0.921.2176%
Returns for 1 year17.669.80180%
Returns for 3 years82.4159.45139%
Returns for 5 years116.4788.40132%
Returns for 10 years81.54189.4043%
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