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FGRTX vs VTSMX
FGRTX vs VTSMX Comparison
Open Charts FGRTX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
FGRTX vs VTSMX Comparison Chart
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FGRTX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. FGRTX (3.54B). VTSMX pays higher dividends than FGRTX: VTSMX (1.25) vs FGRTX (1.05). FGRTX was incepted earlier than VTSMX: FGRTX (26 years) vs VTSMX (33 years). FGRTX (0.59) is less costly to investors than VTSMX (0.14). FGRTX is a more actively managed with annual turnover of: 9.00 vs. VTSMX (2.00). FGRTX has a lower initial minimum investment than VTSMX: FGRTX (0) vs VTSMX (3000). FGRTX annual gain was more profitable for investors over the last year : 5.33 vs. VTSMX (4.72). FGRTX return over 5 years is better than : 104.28 vs. VTSMX (92.15).
| FGRTX | VTSMX | FGRTX / VTSMX | |
| Total Expense Ratio | 0.59 | 0.14 | 421% |
| Annual Report Gross Expense Ratio | 0.59 | 0.14 | 421% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | -5.302 | -7.881 | 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 | 1.25 | 84% |
| Returns for 1 year | 5.33 | 4.72 | 113% |
| Returns for 3 years | 31.99 | 20.95 | 153% |
| Returns for 5 years | 104.28 | 92.15 | 113% |
| Returns for 10 years | 54.60 | 154.63 | 35% |
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