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FGRTX vs VTSMX
FGRTX vs VTSMX Comparison
Open Charts FGRTX vs VTSMX
FGRTX vs VTSMX Comparison Chart in %
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FGRTX vs. VTSMX commentary
Jul 14, 2026
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: 2.3T vs. FGRTX (6.98B). VTSMX pays higher dividends than FGRTX: VTSMX (0.99) vs FGRTX (0.74). FGRTX was incepted earlier than VTSMX: FGRTX (28 years) vs VTSMX (34 years). FGRTX (0.58) is less costly to investors than VTSMX (0.06). FGRTX is a more actively managed with annual turnover of: 15.00 vs. VTSMX (3.00). FGRTX (0) and VTSMX (0) have matching initial minimum investment requirements. VTSMX (21.46) and FGRTX (20.67) have marching annual gain over last year. FGRTX return over 5 years is better than : 91.45 vs. VTSMX (66.43).
| FGRTX | VTSMX | FGRTX / VTSMX | |
| Total Expense Ratio | 0.58 | 0.06 | 967% |
| Annual Report Gross Expense Ratio | 0.58 | 0.06 | 967% |
| Fund Existence | 28 years | 34 years | - |
| Gain YTD | 11.712 | 11.201 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.98B | 2.3T | 0% |
| Annual Yield % from dividends | 0.74 | 0.99 | 75% |
| Returns for 1 year | 20.67 | 21.46 | 96% |
| Returns for 3 years | 82.08 | 66.96 | 123% |
| Returns for 5 years | 91.45 | 66.43 | 138% |
| Returns for 10 years | 132.68 | 249.71 | 53% |
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