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FGRTX vs VTSMX
FGRTX vs VTSMX Comparison
Open Charts FGRTX vs VTSMX
Fidelity Mega Cap Stock
Price$26.06
Change-$0.24 (-0.91%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
FGRTX vs VTSMX Comparison Chart
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FGRTX vs. VTSMX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. FGRTX (3.34B). VTSMX pays higher dividends than FGRTX: VTSMX (1.26) vs FGRTX (0.94). FGRTX was incepted earlier than VTSMX: FGRTX (26 years) vs VTSMX (33 years). FGRTX is a more actively managed with annual turnover of: 18.00 vs. VTSMX (2.00). FGRTX has a lower initial minimum investment than VTSMX: FGRTX (0) vs VTSMX (3000). FGRTX (30.85) and VTSMX (30.52) have marching annual gain over last year. VTSMX return over 5 years is better than : 83.72 vs. FGRTX (76.94).
| FGRTX | VTSMX | FGRTX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 25.116 | 22.392 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.34B | 1.73T | 0% |
| Annual Yield % from dividends | 0.94 | 1.26 | 74% |
| Returns for 1 year | 30.85 | 30.52 | 101% |
| Returns for 3 years | 37.72 | 19.91 | 189% |
| Returns for 5 years | 76.94 | 83.72 | 92% |
| Returns for 10 years | 65.95 | 186.07 | 35% |