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FGRTX vs VTSMX
FGRTX vs VTSMX Comparison
Open Charts FGRTX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$162.41
Change+$1.29 (+0.80%)
VolumeN/A
Net Assets2.02T
FGRTX vs VTSMX Comparison Chart in %
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FGRTX vs. VTSMX commentary
Oct 27, 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 Hold.
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 (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 : 20.79 vs. VTSMX (16.88). FGRTX return over 5 years is better than : 126.68 vs. VTSMX (89.39).
| FGRTX | VTSMX | FGRTX / VTSMX | |
| Total Expense Ratio | 0.58 | 0.14 | 414% |
| Annual Report Gross Expense Ratio | 0.58 | 0.14 | 414% |
| Fund Existence | 27 years | 34 years | - |
| Gain YTD | 20.788 | 15.255 | 136% |
| 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 | 20.79 | 16.88 | 123% |
| Returns for 3 years | 90.27 | 73.43 | 123% |
| Returns for 5 years | 126.68 | 89.39 | 142% |
| Returns for 10 years | 107.15 | 227.62 | 47% |
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