FGRTX
Price
$29.44
Change
-$0.11 (-0.37%)
Updated
Aug 5 closing price
Net Assets
4.55B
VTSMX
Price
$150.46
Change
-$0.66 (-0.44%)
Updated
Aug 5 closing price
Net Assets
1.91T
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FGRTX vs VTSMX

Header iconFGRTX vs VTSMX Comparison
Open Charts FGRTX vs VTSMXBanner chart's image
Fidelity Mega Cap Stock
Price$29.44
Change-$0.11 (-0.37%)
VolumeN/A
Net Assets4.55B
Vanguard Total Stock Mkt Idx I
Price$150.46
Change-$0.66 (-0.44%)
VolumeN/A
Net Assets1.91T
FGRTX vs VTSMX Comparison Chart in %
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FGRTX vs. VTSMX commentary
Aug 06, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. FGRTX (4.55B). VTSMX pays higher dividends than FGRTX: VTSMX (1.09) vs FGRTX (0.89). 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 : 28.36 vs. VTSMX (21.79). FGRTX return over 5 years is better than : 111.97 vs. VTSMX (83.70).
FGRTXVTSMXFGRTX / VTSMX
Total Expense Ratio0.590.14421%
Annual Report Gross Expense Ratio0.590.14421%
Fund Existence27 years33 years-
Gain YTD15.2057.223211%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.55B1.91T0%
Annual Yield % from dividends0.891.0981%
Returns for 1 year28.3621.79130%
Returns for 3 years77.9749.88156%
Returns for 5 years111.9783.70134%
Returns for 10 years94.19199.9547%
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