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FGRTX vs VTSMX
FGRTX vs VTSMX Comparison
Open Charts FGRTX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$161.19
Change+$0.60 (+0.37%)
VolumeN/A
Net Assets2.02T
FGRTX vs VTSMX Comparison Chart in %
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FGRTX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. FGRTX (4.93B). VTSMX pays higher dividends than FGRTX: VTSMX (1.04) vs FGRTX (0.86). 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 : 20.61 vs. VTSMX (16.79). FGRTX return over 5 years is better than : 127.08 vs. VTSMX (89.96).
| 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 | 18.831 | 13.963 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.93B | 2.02T | 0% |
| Annual Yield % from dividends | 0.86 | 1.04 | 82% |
| Returns for 1 year | 20.61 | 16.79 | 123% |
| Returns for 3 years | 101.13 | 81.38 | 124% |
| Returns for 5 years | 127.08 | 89.96 | 141% |
| Returns for 10 years | 107.54 | 229.85 | 47% |
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