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FGRTX vs VTSAX
FGRTX vs VTSAX Comparison
Open Charts FGRTX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$125.27
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
FGRTX vs VTSAX Comparison Chart
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FGRTX vs. VTSAX commentary
Apr 11, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. FGRTX (3.54B). VTSAX pays higher dividends than FGRTX: VTSAX (1.35) vs FGRTX (1.05). FGRTX was incepted earlier than VTSAX: FGRTX (26 years) vs VTSAX (24 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 : 5.33 vs. VTSAX (4.73). FGRTX return over 5 years is better than : 104.28 vs. VTSAX (92.17).
| FGRTX | VTSAX | FGRTX / VTSAX | |
| Total Expense Ratio | 0.59 | 0.04 | 1,475% |
| Annual Report Gross Expense Ratio | 0.59 | 0.04 | 1,475% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | -5.302 | -7.884 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.54B | 1.7T | 0% |
| Annual Yield % from dividends | 1.05 | 1.35 | 77% |
| Returns for 1 year | 5.33 | 4.73 | 113% |
| Returns for 3 years | 31.99 | 20.97 | 153% |
| Returns for 5 years | 104.28 | 92.17 | 113% |
| Returns for 10 years | 54.60 | 155.18 | 35% |
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