FGRTX
Price
$30.22
Change
+$0.16 (+0.53%)
Updated
Nov 19 closing price
Net Assets
5.27B
VTSMX
Price
$158.28
Change
+$0.53 (+0.34%)
Updated
Nov 19 closing price
Net Assets
2.05T
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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$30.22
Change+$0.16 (+0.53%)
VolumeN/A
Net Assets5.27B
Vanguard Total Stock Mkt Idx I
Price$158.28
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
FGRTX vs VTSMX Comparison Chart in %
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FGRTX vs. VTSMX commentary
Nov 20, 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.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. FGRTX (5.27B). VTSMX pays higher dividends than FGRTX: VTSMX (1.02) vs FGRTX (0.84). FGRTX was incepted earlier than VTSMX: FGRTX (27 years) vs VTSMX (34 years). FGRTX (0.58) is less costly to investors than VTSMX (0.14). FGRTX is a more actively managed with annual turnover of: 15.00 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 : 15.54 vs. VTSMX (10.79). FGRTX return over 5 years is better than : 107.41 vs. VTSMX (77.62).
FGRTXVTSMXFGRTX / VTSMX
Total Expense Ratio0.580.14414%
Annual Report Gross Expense Ratio0.580.14414%
Fund Existence27 years34 years-
Gain YTD17.69511.948148%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.27B2.05T0%
Annual Yield % from dividends0.841.0282%
Returns for 1 year15.5410.79144%
Returns for 3 years76.8463.83120%
Returns for 5 years107.4177.62138%
Returns for 10 years98.38213.7746%
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