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FGRTX vs VTSAX
FGRTX vs VTSAX Comparison
Open Charts FGRTX vs VTSAX
Fidelity Mega Cap Stock
Price$25.73
Change-$0.65 (-2.46%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
FGRTX vs VTSAX Comparison Chart
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FGRTX vs. VTSAX commentary
Dec 19, 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 Hold and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. FGRTX (3.53B). 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 annual gain was more profitable for investors over the last year : 27.50 vs. VTSAX (22.05). FGRTX return over 5 years is better than : 83.42 vs. VTSAX (77.49).
| 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 | 26.652 | 22.422 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.53B | 1.84T | 0% |
| Annual Yield % from dividends | 0.94 | 1.35 | 69% |
| Returns for 1 year | 27.50 | 22.05 | 125% |
| Returns for 3 years | 44.39 | 23.87 | 186% |
| Returns for 5 years | 83.42 | 77.49 | 108% |
| Returns for 10 years | 70.22 | 183.58 | 38% |
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