FGRTX
Price
$30.46
Change
+$0.11 (+0.36%)
Updated
Oct 6 closing price
Net Assets
4.93B
VTSAX
Price
$161.22
Change
+$0.60 (+0.37%)
Updated
Oct 6 closing price
Net Assets
2.02T
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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$30.46
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets4.93B
Vanguard Total Stock Mkt Idx Adm
Price$161.22
Change+$0.60 (+0.37%)
VolumeN/A
Net Assets2.02T
FGRTX vs VTSAX Comparison Chart in %
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FGRTX vs. VTSAX commentary
Oct 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. FGRTX (4.93B). VTSAX pays higher dividends than FGRTX: VTSAX (1.13) vs FGRTX (0.86). 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 : 20.61 vs. VTSAX (16.79). FGRTX return over 5 years is better than : 127.08 vs. VTSAX (89.98).
FGRTXVTSAXFGRTX / VTSAX
Total Expense Ratio0.590.041,475%
Annual Report Gross Expense Ratio0.590.041,475%
Fund Existence27 years25 years-
Gain YTD18.83113.967135%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.93B2.02T0%
Annual Yield % from dividends0.861.1376%
Returns for 1 year20.6116.79123%
Returns for 3 years101.1381.43124%
Returns for 5 years127.0889.98141%
Returns for 10 years107.54230.5847%
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