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FGRTX vs VTSMX
FGRTX vs VTSMX Comparison
Open Charts FGRTX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$145.82
Change+$1.65 (+1.14%)
VolumeN/A
Net Assets1.82T
FGRTX vs VTSMX Comparison Chart in %
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FGRTX vs. VTSMX commentary
Jun 26, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. FGRTX (3.9B). VTSMX pays higher dividends than FGRTX: VTSMX (1.18) vs FGRTX (0.97). FGRTX was incepted earlier than VTSMX: FGRTX (27 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 : 14.29 vs. VTSMX (10.74). FGRTX return over 5 years is better than : 112.33 vs. VTSMX (91.00).
| FGRTX | VTSMX | FGRTX / VTSMX | |
| Total Expense Ratio | 0.59 | 0.14 | 421% |
| Annual Report Gross Expense Ratio | 0.59 | 0.14 | 421% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 8.304 | 2.278 | 365% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 1.82T | 0% |
| Annual Yield % from dividends | 0.97 | 1.18 | 82% |
| Returns for 1 year | 14.29 | 10.74 | 133% |
| Returns for 3 years | 69.86 | 52.21 | 134% |
| Returns for 5 years | 112.33 | 91.00 | 123% |
| Returns for 10 years | 74.95 | 181.85 | 41% |
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